For over twenty years, Silvercrest has proudly served Individuals and Families, Institutional Investors, and Endowments & Foundations.
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Silvercrest has a 98% client retention rate.
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$35.1 billion in assets under management
as of September 30, 2024
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Years
Silvercrest was founded 22 years ago.
What We Do
A Firm Committed to Excellence
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.
Who We Serve
Individuals & Families
Individuals & Families
Since our founding we have proudly served individuals and families with significant financial 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
Since our founding we have proudly served individuals and families with significant financial 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.
Institutional Investors
Institutional Investors
Asset management is in our name. 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
Asset management is in our name. 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.
Endowments & Foundations
Endowments & Foundations
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
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.
