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Welcome to Silvercrest

Learn about Silvercrest

Silvercrest serves Individuals and Families, Institutional Investors, and Endowments & Foundations.

2002 Proudly serving our clients for over 20 years
$30B $29.9 Billion in assets under management
as of March 31, 2023
98% Silvercrest Asset Management Group
has a 98% client retention rate.
Our Focus
Individual & Family Wealth Management
Institutional Asset Management
Endowment & Foundation Portfolio Solutions

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.

More About Us

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.

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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.

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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.

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Investing this year has at times felt like an expedition across Antarctica, cold and unpredictable. Yet sometimes we must silence the day-to-day sounds of the markets and focus on other critical elements of investing.

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