INDEPENDENT FIDUCIARY SERVICES

Evercore Trust provides America’s leading corporations and institutions with investment management, independent fiduciary, and trustee services for employee benefit plans. Our experienced professionals deliver a wide range of fiduciary services for both qualified and non-qualified employee benefit plans, including defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit sharing plans, and rabbi trusts.

INSTITUTIONAL ASSET MANAGEMENT

Our distinctive approach to investment management serves institutional clients, including foundations and endowments, defined benefit and defined contribution plans, Rabbi and VEBA trusts, and corporations. We provide tailored and dynamic asset allocation and analytics, active portfolio management and rebalancing, and reporting. We additionally serve as Chief Investment Officer to many of our clients, providing ongoing external manager selection and due diligence.

PERSONAL TRUST
SERVICES

Evercore Trust Company provides families across the United States with a modern alternative to traditional trust companies, many of which have changed beyond recognition in recent years. We aim to set a new standard in trusts and family wealth services, reflective of our legacy experience and the Evercore culture of personal and institutional integrity.

Cover Story

Evercore Trust served as Independent Fiduciary in sale of GE Asset Management to State Street, which closed July 1st

GE announced that it completed the sale of GE Asset Management (GEAM) to State S... More..

Recent Highlights

ERISA Section 408(g) – Investment Advice and Fiduciary Audits

Mayer Bick authored a white paper which discusses the role of an independen... More..

PSCA’s 69th Annual National Conference

John Matelis participated in a panel discussion entitled “Company Stock Cl... More..