Silvercrest Asset Management Group Inc. (SAMG) is a publically held investment management firm engaged in providing financial solutions to high-net-worth individuals (HNWIs), families, businesses, and charitable organizations. Founded in 2002, the firm has grown significantly with its headquarters in New York City, and different branch offices spreading across various cities in the US.
SAMG specializes in offering comprehensive wealth management services. Operating as a one-stop investment advisory shop, Silvercrest delivers a full suite of financial services including investment advisory, financial planning, tax planning & compliance, philanthropy, family office, and estate services. Proficient in managing diverse portfolios, the firm uses a multi-approach investment strategy that focuses on risk management, wealth accumulation, security selection, and estate planning.
Silvercrest's proven track record of successful wealth management can be attributed to its exceptional team of professionals who have an in-depth understanding of economic trends, diversified portfolios, and investment strategies. The team employs a holistic approach to handling each client's individual needs, ensuring the best financial path for clients' personal and business affairs.
Committed to maintaining an outstanding level of customer service, SAMG has established itself as a firm that clients can trust with their wealth management needs. It takes pride in its independent thinking, robust analytical capabilities, and its adherence to the highest ethical standards. The firm understands that each client's financial situation is unique and hence, develops customized wealth management solutions tailored specifically to meet the specific requirements of each client.
Silvercrest Asset Management Group Inc. primarily conducts its business through its subsidiary, Silvercrest Asset Management Group LLC. As of 2021, the subsidiary manages approximately $27.4 billion in assets.
The performance of SAMG is largely gauged by the performance of its clients' portfolios. As such, the firm strives to deliver superior long-term investment results, integrating meaningful sustainable investment elements into its strategies.
Innovation and adaptability are at the core of Silvercrest’s business strategy, as it continually evolves in response to the changing landscape of the financial industry. The firm has been successful in retaining its customers owing to its reputation for consistency, its unwavering commitment to its clients' financial success, and its disciplined approach to investment management.
Following financial regulatory laws, Silvercrest Asset Management Group Inc. is compliant with SEC regulations and maintains a clean legal and regulatory record.
While the firm's purpose is to help clients preserve and grow their wealth, it expresses a profound commitment to the communities where it operates, setting an impactful standard within the asset management world. Serving a diverse clientele, Silvercrest Asset Management Group provides a distinctive blend of old-world attention and new-age vision, making it a unique entity within the wealth management industry.