Evercore Wealth Management employs a global perspective and a rigorous analytical process to deliver superior performance in customized portfolios. Portfolios are invested in the large and mid-capitalization stocks of domestic, foreign, and global businesses that we believe will generate long-term returns and appreciation. We are able to draw on both the extensive experience of our own investment professionals and the global research capabilities of Evercore Partners.
We measure the sustainable performance of equity portfolios against the individual client's long-term investment objectives, with the goal of building customized and diversified holdings of quality companies with strong franchises, disciplined management, and sound financial positions.