Silvercrest
Real Estate
Why pick this one
Silvercrest has a 98% client retention rate and has been in business for 24 years, offering bespoke investment strategies.
Best for
- high-net-worth individuals and families
- endowments and foundations requiring tailored investment solutions
Look elsewhere if
- clients seeking a one-size-fits-all investment approach
- budget-sensitive investors
Specialties
- wealth management
- family office services
- investment advisory
What makes them different
- 98% client retention rate
- $35.7 billion in assets under management
- dedicated family office solutions
- bespoke portfolio strategies
- team members average 30+ years of experience
- Years in business
- 24
Distilled from this business's own website.
Contact & Location
- Address
- 214 N Tryon St, Charlotte, NC 28202-0026
- Phone
- +17043331800
- Website
- http://silvercrestgroup.com
Services
- investment management
- portfolio construction
- financial planning