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

PLI Conference: ERISA 2015 – The Evolving World

William E. Ryan III, Managing Director and Chief Fiduciary Officer, co-chaired the August 2015 PLI Conference "ERISA 2015 – The Evolving World" held in New York. This two-day conference reviewed the basic ERISA regulatory framework and types of plans covered, interactions with the DOL, IRS and other regulators, provided a primer on ERISA tax and fiduciary issues. More..

Recent Highlights

PSCA’s 69th Annual National Conference

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

Alternatives in Defined Contribution Plans

Mayer Bick authored a white paper discussing the incorporation of alternati... More..