There are no pre-packaged solutions at Evercore: Your unique lifestyle, family, business and legacy considerations shape our approach.
We start with a conversation. You and at least two of us – a portfolio manager and wealth and fiduciary advisor, both with years of experience – establish your goals and your appetite for risk and determine how to maximize your chances of success, on your terms.
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Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
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You can download our brochure from the link - Brochure 2013.