The focus of the established Evercore Wealth Management fixed-income investment team is to provide clients with a steady income stream while preserving principal and balancing portfolios. We maximize portfolio returns through actively managing high-quality marketable securities with a focus on tax-considerations and specific client objectives.
Our goals-based, fixed-income investment approach starts with client objectives and is backed by fundamental economic, technical market analysis and specific security analysis, tapping the collective research capabilities of Evercore Wealth Management partners and Evercore Partners. We construct and manage diversified municipal securities and other fixed income investments. Each portfolio's holdings and maturity schedule is determined by economic and market conditions and the individual client's risk tolerance.
We measure the sustainable performance of fixed income portfolios against individual client's objectives in reducing interest rate risk and maximizing after-tax returns.