close
Each portfolio is tailored to reflect a client’s unique financial circumstances—including concentrated stock positions, legacy holdings, tax sensitivities, and multigenerational goals—while aligning with their risk tolerance and liquidity needs.
We use our Efficient Architecture® process to design portfolios with a focus on after-fee, after-tax, and risk-adjusted outcomes.Each portfolio is constructed with consideration for a client’s specific goals and time horizons.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra.
CASH
Anticipate spending needs and future investments
DEFENSIVE ASSETs
Preserve capital and provide current income
CREDIT STRATEGIES
Enhance total returns through credit risk exposure while minimizing interest rate risk
DIVERSIFIED MARKET STRATEGIES
Offset risks to which traditional allocations of bonds and diversified stock portfolios are vulnerable
GROWTH ASSETs
Incorporate all growth-oriented assets
ILLIQUID ASSETS
Allocate to investments with potential for high-growth returns
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