Non-proprietary Investments

Evercore Wealth Management supplements our strengths in core equity and core fixed-income investment management with carefully selected access to external managers across multiple asset classes and investment styles.

Existing relationships include both alternative and traditional investment managers and those with complementary approaches in equities and fixed income, such as sophisticated socially responsible screens.

For access to these capabilities on behalf of our clients, we are able to draw on a wide range of relationships, including our partners' external professional contacts and those of our colleagues at Evercore Partners, our long-term clients, and industry-leading third-party consultants.

There are no hidden fee arrangements or revenue sharing contracts with our nonproprietary investment managers.


Client Investment Process

Solutions