Evercore Wealth Management, LLC

Evercore Wealth Management, LLC, established in September 2008, is a majority-owned subsidiary of Evercore Inc., a publicly-traded investment banking advisory firm. Evercore Wealth specializes in providing wealth and investment management services to high-net-worth individuals, families, executives, business owners, foundations, and endowments. The firm offers customized strategic wealth planning, investment management, trust, and custody services. Evercore Wealth provides discretionary and non-discretionary investment advisory services, financial planning, and investment consulting. Client accounts are primarily invested in equities, fixed income securities, mutual funds, exchange-traded funds, and alternative investments. Clients have the ability to restrict investments and provide guidance on their accounts. The firm charges fees based on a percentage of assets under management, with a tiered fee schedule. Evercore Wealth does not charge performance-based fees and acts as a fiduciary for retirement plan accounts. The firm's investment approach includes fundamental analysis and a focus on client-specific objectives and risk tolerance. Evercore Wealth does not have any disciplinary events in the past ten years and engages in soft dollar arrangements for research services. The firm has custody of client assets and exercises investment discretion for client accounts. Proxy voting is done in the best interests of clients, and Evercore Wealth may participate in class actions on behalf of clients. The firm is financially secure and has not filed for bankruptcy.