Evercore Wealth Management's Global Investment Process requires implementation across a number of different asset classes and investment styles that may require specialized expertise outside of Evercore Wealth Management.
Evercore Wealth Management partners with Fortigent, a Maryland-based investment research firm, to select, review and monitor third-party managed investment strategies to fulfill strategic opportunities within our global asset allocation process and to complement our core proprietary investment strategies.
Our emphasis will always be on keeping investments understandable. If we don't fully understand - or cannot explain - an asset to you, we simply won't recommend it.