Our portfolio managers include some of the most experienced professionals in wealth management, with world-class capabilities across a range of investment strategies.
We accommodate existing holdings – including concentrated stock positions – and factor in related considerations, including tax, securities laws, and legacy concerns, in the context of each client’s liquidity needs, risk tolerance, tax position and objectives.
We design and manage customized portfolios, adjusting for changes in family and business circumstances, the economic and regulatory environment, and the evolving aspirations and constraints of our clients. Through a process we call Efficient Architecture®, we combine our proprietary expertise and carefully selected external investments across a range of asset classes defined by their risk, return and liquidity characteristics.
Evercore Wealth Management designs custom portfolios that strive to generate the highest after-fee, after-tax, risk-adjusted returns across a range of asset classes to meet specific client goals. We seek to represent our fees, as well as the impact of inflation and taxes, in an entirely transparent manner.
Our asset classes include:
| ASSET CLASS | ALLOCATION INTENT | SAMPLE ASSETS |
|---|---|---|
| CASH | Anticipate spending needs and future investments |
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| DEFENSIVE ASSETS | Preserve capital and provide current income |
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| CREDIT STRATEGIES | Enhance total returns through credit risk exposure while minimizing interest rate risk |
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| DIVERSIFIED MARKET STRATEGIES | Offset risks to which traditional allocations of bonds and diversified stock portfolios are vulnerable |
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| GROWTH ASSETS | Incorporate all growth-oriented assets |
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| ILLIQUID ASSETS | Allocate to investments with potential for high-growth returns |
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We are always striving to generate the highest after-fee, after-tax, risk-adjusted return and we are proud of our investment performance. Please contact us to learn more.
LEARN MORE
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Through the Looking Glass: Investing in China
A higher interest rate environment provides opportunities in credit-sensitive investments, including municipal, real estate, autos, and corporate and consumer credit.
