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 Agrees to Sell Its Institutional Trust and Independent Fiduciary Business to Newport Group

Evercore (NYSE:EVR) and Newport Group, Inc. (“Newport Group”) announ... More..

Recent Highlights

DC Dimensions Article: Company Stock in 401(k)’s

Justin Wiser was featured in an article in Dimensional Fund Advisor’s Wint... More..

QPAM and IHAM Audits

Mayer Bick authored a white paper discussing the role of an independent auditor ... More..