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It’s a challenging but opportune time for active investors, Evercore Wealth Management Chief Investment Officer John Apruzzese told Barron’s.
The dominance in the S&P 500 by the big tech stocks is an important consideration in asset allocation and portfolio management. Barron’s subscribers can view the article here.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25