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Staying focused on long-term goals can be challenging in periods of market turmoil. But as Evercore Wealth Management CIO John Apruzzese and Portfolio Managers Tim Evnin and Brian Pollak told clients in a March 17 webinar, good investment portfolios are built to withstand substantial market drawdowns. We continue to review our client portfolios and are weighing new opportunities against continuing risks.
To access the replay of Keeping Calm in a Market Panic, please click 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