INDEPENDENT THINKING

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INDEPENDENT THINKING

The Evercore Wealth Management Journal

Bringing you analysis and perspective on today’s important wealth management issues.

Independent Thinking is published quarterly. To receive a print copy, please contact us.

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Copyright © 2024 Evercore Wealth
Management Funds. All rights reserved

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New York Office
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New York, NY 10055
212.822.7621

DISCLOSURES

Mutual Fund Investing involves risk. Principal loss is possible. The Fund may invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods.

The Evercore Equity Fund may invest in smaller companies, which involves additional risks such as limited liquidity and greater volatility than large capitalization companies.

Diversification does not assure a profit or protect against loss in a declining market.

The fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other information about the investment company and can be obtained by clicking this link or a free hard-copy is available by calling (800)443-4693. Read it carefully before investing.

The fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Any tax or legal information provided is not an exhaustive interpretation of some of the current income tax regulations. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.