A registered investment advisor with $22 billion in assets under management, Silvercrest Asset Management provides asset management and family office services to families and select institutional investors. An independent firm with no bank, broker-dealer or investment bank affiliations, Silvercrest is unencumbered in its mission to provide clients with fully bespoke investment portfolios and wealth services on a fee-only basis and with complete transparency and no conflicts of interest.
Silvercrest’s capabilities include coordinated estate and wealth planning; financial and income tax planning; comprehensive wealth reporting; risk management reporting; and business advisory and other family office services. The firm’s services are delivered with meticulous attention to detail. Silvercrest provides proprietary high-quality equity management for U.S. strategies across a range of styles and capitalisation sizes, as well as a non-U.S. developed market strategy. The firm also offers proprietary fixed income management and enhances portfolio diversification through rigorously vetted, outsourced investment opportunities.
Headquartered in New York, the firm serves an international clientele.
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