close
Strong corporate earnings, confident consumers, a stable labor market, and tempered inflation continue to drive U.S. markets. Valuations are high, however, and we expect more volatility and more muted returns in 2025. We are focused on
structuring client portfolios for a range of outcomes and rebalancing as needed to meet long-term financial goals.
Click here to view our Q4 2024 Market Review & Outlook.
Please contact us at wealthmanagement@evercore.com if you would like to learn more.
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