Grupo Evercore Inc.

Provides financial advisory services

Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.

Operas as an investment banking advisory firm

Provides investment services

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Provides business consulting services