Investment Management
Our Investment Process
Evercore Wealth Management designs and manages customized portfolios on behalf of families, foundations and endowments.
CLIENT OJBECTIVES FIRST
We begin with an understanding of each client’s goals and circumstances, including personal dynamics, risk tolerance, liquidity needs, tax sensitivity, and legacy plans. This perspective informs our investment decisions, ensuring that portfolios remain aligned with client objectives through changing market conditions.
FUNDAMENTAL, FLEXIBLE INVESTING
We employ a fundamental investment approach that allows for investments outside traditional benchmarks. This flexibility is intended to enhance diversification and create opportunities for long-term value creation. We seek to evaluate the risk, return, and liquidity characteristics of each asset class. We also advise on concentrated stock positions, legacy portfolios with large embedded gains, and a range of illiquid alternative investments.
EFFICIENT ARCHITECTURE®
Portfolios are built using our Efficient Architecture® philosophy — combining fee efficient proprietary active management of individual stocks and bonds with investments made through carefully selected external managers, including active, passive and direct indexing strategies, all with the objective of delivering attractive after-tax, after-fee returns. We also provide access to private equity, private credit, real estate, and other private market strategies that are integrated thoughtfully within the broader portfolio and may enhance diversification and long-term return potential.
INTEGRATED INVESTMENT TEAM
Our experienced team of portfolio managers, who work directly with clients, contribute their perspective to investment decisions made by the Asset Allocation Committee and Investment Policy Committee. This collaborative structure promotes intellectual rigor and consistency of experience, while allowing for a high degree of portfolio customization.
How We Invest
Portfolio managers and advisors collaborate closely through a disciplined, transparent investment approach that combines fundamental analysis and selective diversification to deliver tailored strategies aligned with each client’s goals and market conditions.
Brian Pollak
Partner, Portfolio Manager
INVESTMENT CAPABILITIES
Asset class
allocation intent
sample assets
Cash
Anticipate spending needs and future investments
- Cash Management
- Money Market Funds
DEFENSIVE ASSETs
Preserve capital and provide current income
- Taxable Bonds
- Municipal Bonds
Enhance total returns through credit risk exposure while minimizing interest rate risk
- Floating Rate Bonds
- High-Yield Bonds
- Distressed / Stressed Credit
- Credit Hedge Funds
Offset risks to which traditional allocations of bonds and diversified stock portfolios are vulnerable
- TIPS
- Gold and Commodities
- Foreign Bonds
- Liquid Alternatives
- Multi-Strategy Hedge Funds
- Cryptocurrencies
Incorporate all growth-oriented assets
- Core U.S. Equity
- Small Cap U.S. Equity
- International Equity
- International Small Cap Equity
- Emerging Markets Equity
- Long / Short Hedge Funds
PRIVATE MARKET ASSETS
Allocate to investments with potential for high-growth returns
- Private Equity
- Venture Capital
- Private Real Estate Investments
