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A Premier Investment Advisor

Learn about Silvercrest

For over twenty years, Silvercrest has proudly served Individuals and Families, Institutional Investors, and Endowments & Foundations.

98% Silvercrest has a 98% client retention rate.
$31B $31.2 billion in assets under management
as of September 30, 2023
2002 Silvercrest was founded in 2002
1 / Our Focus

It is our goal to provide an unparalleled level of quality advice to every one of our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations that ensure our clients feel comfortable and secure with choosing Silvercrest.

2 / Individual & Family Wealth Management

Since our founding we have proudly served individuals and families with significant financial assets, often spread across multiple generations and among varying individual, retirement, trust, and estate planning vehicles. Clients come to Silvercrest seeking a partner in the management and organization of these assets. We have a history of successfully dealing with such issues as diversifying from concentrated stock holdings or privately held assets, investing family foundations and endowments; business succession planning; investing for retirement, and estate and tax planning.

Individuals & Families
3 / Institutional Asset Management

Asset management is in our name. At our core, we are asset managers, and it is our mission to provide institutional-quality investment to all our clients. For over a decade, Silvercrest has partnered with select institutional clients to provide asset management, through our proprietary long-only equity management capabilities. We manage small through large cap value and growth equity, and international value strategies.

Institutional Investors
4 / Endowment & Foundation Portfolio Solutions

Silvercrest partners with endowments, foundations and family offices to provide customized, full-service investment office solutions. The firm’s outsourced chief investment officer (OCIO) team leverages decades of experience managing nonprofits and family offices in tailoring portfolios to its clients’ distinctive financial goals, risk tolerances and mission objectives.

Endowments & Foundations
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2023 Volume One

As we cut through the noise, embark on a journey through the financial landscape as we explore the history of banking, tackle trustee challenges, delve into ESG investing complexities, and uncover the secrets of successful family business succession.

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