Evercore Wealth Management's structure and partnership values enables the firm to deliver global asset allocation and investment management capabilities beyond the reach of most mid-sized firms and without the conflicts of interests inherent in many big financial services companies.
Drawing on the collective knowledge of our partners, who average more than twenty years of experience in wealth management, and the global resources of Evercore Partners, we work directly with each client to design and develop an investment strategy and asset-allocation plan to meet individual and family objectives.
Disciplined security and manager selection, appropriate diversification, and a long-term investment management focus generate the sustainable performance by which we measure our success in meeting our clients' goals.