Mission Statement, Vision, & Core Values of Silvercrest Asset Management Group Inc. (SAMG)

Have you ever wondered what guides a financial powerhouse like Silvercrest Asset Management Group Inc.? Beyond the billions in assets under management, every successful company operates with a clear mission, a compelling vision, and a defined set of core values. These elements act as the compass, steering the firm's decisions and shaping its interactions with clients and the wider world.

But what exactly are Silvercrest Asset Management Group Inc.'s guiding principles? How do these principles translate into their daily operations and long-term strategies? Dive in to explore the mission, vision, and core values that drive this influential firm, and discover how they impact its approach to wealth management and client relationships.

Silvercrest Asset Management Group Inc. (SAMG) An Overview of

Silvercrest Asset Management Group Inc. (SAMG) is an independent, employee-owned registered investment adviser founded in 2003. The firm provides financial advisory and related family office services to high-net-worth individuals and institutional investors. As of April 2025, Silvercrest manages approximately $33.9 billion in assets. Their services include investment management, financial planning, and estate planning.

Silvercrest offers a range of investment solutions tailored to meet the unique needs of its clients. These solutions span various asset classes, including:

• Domestic and international equities
• Fixed income
• Alternative investments

The firm prides itself on its client-centric approach, emphasizing personalized service and long-term relationships. Silvercrest operates primarily from its headquarters in New York City, with additional offices to serve clients across the country.

In the fiscal year 2024, Silvercrest Asset Management Group reported record-breaking revenue. The firm's revenue reached $143.6 million, an increase of 10.7% from the previous year. This growth was primarily driven by an increase in assets under management (AUM) and strong performance in its core investment strategies. Specifically, fee revenue from wealth management services saw a significant boost, contributing to the overall positive financial results. The firm's strategic focus on expanding its client base and enhancing its service offerings has proven successful, as evidenced by its financial performance.

Silvercrest Asset Management Group stands out as a leader in the investment management industry due to its commitment to client service, experienced team, and consistent investment performance. To delve deeper into the firm's background and understand the factors contributing to its success, explore: Silvercrest Asset Management Group Inc. (SAMG): History, Ownership, Mission, How It Works & Makes Money

Silvercrest Asset Management Group Inc. (SAMG) Mission Statement

While a specific, formally published mission statement for Silvercrest Asset Management Group Inc. (SAMG) is not readily available, the company's dedication to excellence and client-centric approach is evident in its operations and services. SAMG aims to provide an unparalleled level of quality advice to each of its clients. The firm offers personalized service and open communication to ensure clients feel comfortable and secure.

SAMG is a wealth management firm that provides financial advisory and related family office services to ultra-high-net-worth individuals and institutional investors. The firm advises clients on both traditional investment strategies focused on equities, fixed income, and cash, as well as non-traditional investment strategies including hedge funds, private equity funds, real estate, and commodities.

The company's focus is on serving ultra-high net worth individuals and families, endowments and foundations, and select institutions.

To gain more insights into SAMG's history, ownership structure, mission, and operational model, you can explore this resource: Silvercrest Asset Management Group Inc. (SAMG): History, Ownership, Mission, How It Works & Makes Money

Core Values

Although a consolidated list of core values is not explicitly stated, several key principles can be gathered from how Silvercrest Asset Management Group conducts its business:

• Client-Centricity: The firm prioritizes serving its clients first, tailoring portfolios to meet clients' distinctive financial goals, risk tolerances, and mission objectives.
• Integrity and Ethics: Silvercrest emphasizes ethical conduct, responsibility, and competence, always placing clients' financial interests ahead of their own.
• Innovation and Original Thought: The company fosters an environment that encourages innovation and fresh thinking to address the needs of both clients and the firm.
• Talent and Collaboration: Silvercrest aims to attract, motivate, and retain talented professionals who share a passion for the investment business, promoting an entrepreneurial, collegial, and action-oriented culture.

These values drive Silvercrest's approach to wealth management and client relationships.

Financial Performance and Commitment

Silvercrest demonstrates its commitment to clients through its financial performance and strategic investments. Recent financial highlights from the company's reports include:

• Total Assets Under Management (AUM): As of December 31, 2024, total AUM reached $36.5 billion, including $23.3 billion in discretionary AUM and $13.2 billion in non-discretionary AUM. This represents a 9.6% increase from the end of 2023.
• Revenue: For the year 2024, revenue increased by 5.3% to $123.7 million, compared to $117.4 million in the previous year. In the fourth quarter of 2024, revenue was up 12.0%, reaching $32.0 million.
• Net Income: The GAAP consolidated net income attributable to Silvercrest for the year 2024 was $2.7 million and $1.6 million, respectively.
• Earnings Per Share: Adjusted basic and diluted earnings per share for the fourth quarter of 2024 were $0.21 and $0.20, respectively.

These figures reflect Silvercrest's growth and its dedication to delivering value to its clients through effective asset management and strategic initiatives.

Silvercrest's approach includes building strong relationships with institutional consultants and investing in new strategies, such as the Global Value Equity strategy. The firm has also expanded its presence with business development and market leads in Atlanta and Singapore, holding a full MAS license for business operations in Singapore. These strategic moves aim to drive future growth and better serve clients in various markets.

Silvercrest Asset Management Group Inc. (SAMG) Vision Statement

A vision statement acts as a roadmap, outlining the aspirations of a company and guiding its strategic decisions. For Silvercrest Asset Management Group Inc. (SAMG), understanding its vision provides insight into its long-term goals and how it aims to position itself in the competitive financial landscape. A clear vision helps align the efforts of its employees and stakeholders, driving the company towards a unified objective. Understanding this vision is crucial for investors, clients, and employees alike, as it sets the tone for the company's future direction and priorities.

Silvercrest Asset Management Group Inc. aims to deliver excellence in wealth management. While a specific, formally published vision statement is not readily available in public sources, the firm's approach, services, and public statements provide insight into their overarching goals. Here's an interpretation based on available information:

Commitment to Client-Centric Wealth Management

Silvercrest emphasizes a client-centric approach, tailoring its services to meet the unique needs of high-net-worth individuals and families. This commitment is reflected in their comprehensive wealth management solutions, which include investment management, financial planning, and family office services. As of the 2024 fiscal year, Silvercrest managed approximately $33.4 billion in assets, demonstrating the trust clients place in their ability to navigate complex financial landscapes. The firm's vision is to provide personalized service and build long-term relationships, ensuring that clients' financial goals are met with precision and care.

Focus on Long-Term Investment Performance

Silvercrest's vision is deeply rooted in delivering strong, sustainable investment performance over the long term. The firm's investment strategies are designed to balance risk and return, aiming to generate consistent results for their clients. Their investment philosophy focuses on in-depth research, rigorous analysis, and disciplined decision-making. Silvercrest's dedication to long-term value creation is evident in its investment approach, which avoids short-term speculation in favor of well-researched, strategic investments. This approach aligns with the needs of high-net-worth clients who prioritize capital preservation and steady growth.

Maintaining a Culture of Excellence and Integrity

A core component of Silvercrest's vision is to foster a culture of excellence, integrity, and innovation. The firm emphasizes ethical conduct and transparency in all its dealings, building trust with clients and stakeholders. Silvercrest's commitment to excellence is reflected in its team of experienced professionals who bring deep expertise to their respective roles. The firm also invests in continuous improvement, ensuring that its employees have the knowledge and tools to deliver exceptional service. By maintaining high standards of professionalism and ethics, Silvercrest aims to be a trusted partner for its clients, helping them achieve their financial aspirations with confidence.

Strategic Growth and Expansion

Silvercrest's vision includes strategic growth and expansion to broaden its reach and enhance its service offerings. The firm actively seeks opportunities to grow organically and through strategic acquisitions, expanding its capabilities and geographic presence. This focus on growth allows Silvercrest to serve a wider range of clients and provide more comprehensive financial solutions. The firm's strategic initiatives are carefully considered to ensure they align with its core values and commitment to client service. By expanding thoughtfully, Silvercrest aims to strengthen its position as a leading independent wealth management firm.

For a deeper dive into the company's financial standing, explore: Breaking Down Silvercrest Asset Management Group Inc. (SAMG) Financial Health: Key Insights for Investors

Silvercrest Asset Management Group Inc. (SAMG) Core Values of

At Silvercrest Asset Management Group Inc. (SAMG), a commitment to core values underpins every facet of their operations. These values guide their interactions with clients, shape their investment strategies, and define their corporate culture. While specific details of their values aren't publicly available in the search results, understanding such principles in financial firms is crucial. Generally, these values often include integrity, client-centricity, excellence, and teamwork. Let's explore how these commonly manifested values might be reflected in SAMG's actions. You can also learn more about SAMG investor profile here: Exploring Silvercrest Asset Management Group Inc. (SAMG) Investor Profile: Who’s Buying and Why?

Integrity: Integrity in asset management means adhering to the highest ethical standards and regulatory compliance. For Silvercrest, this could translate into transparent fee structures, diligent management of conflicts of interest, and a steadfast commitment to acting in the best interests of their clients. The firm's dedication to regulatory standards ensures that all operations align with legal and ethical benchmarks, reinforcing trust and reliability. Demonstrating integrity could involve:

• Strict adherence to SEC regulations and reporting requirements.
• Clear and honest communication with clients regarding investment performance and strategies.
• Maintaining a culture of compliance and ethical conduct throughout the organization.

Client-Centricity: Client-centricity involves prioritizing client needs and tailoring services to meet their specific financial goals. For Silvercrest, this could mean offering personalized investment advice, developing customized portfolio strategies, and providing ongoing support and communication to clients. This approach acknowledges that each client has unique financial circumstances and objectives. Client-centric actions might include:

• Conducting thorough client needs assessments to understand their risk tolerance, time horizon, and financial goals.
• Developing individualized investment plans that align with each client's specific requirements.
• Providing regular portfolio reviews and performance updates to keep clients informed and engaged.

Excellence: Striving for excellence means pursuing continuous improvement and delivering superior investment performance. For Silvercrest, this could involve attracting and retaining top talent, investing in cutting-edge technology and research, and implementing best practices in portfolio management. The pursuit of excellence ensures that the firm remains competitive and delivers value to its clients. Examples of this could be:

• Investing in advanced data analytics tools to enhance investment decision-making.
• Providing ongoing training and development opportunities for employees to improve their skills and expertise.
• Implementing rigorous performance measurement and evaluation processes to identify areas for improvement.

Teamwork: Teamwork involves fostering a collaborative and supportive work environment where employees can thrive and contribute their best. For Silvercrest, this could mean promoting open communication, encouraging knowledge sharing, and recognizing and rewarding team achievements. A collaborative environment enhances creativity and problem-solving. Teamwork in action might look like:

• Establishing cross-functional teams to address complex client needs and investment challenges.
• Creating a culture of open communication and feedback to foster collaboration and innovation.
• Recognizing and rewarding team accomplishments to promote a sense of shared purpose and accountability.

While specific data points for 2024 aren't available in the search results, these principles likely guide Silvercrest's strategic decisions and daily operations. Financial data from 2024 would offer concrete illustrations of how these values contribute to the firm's success and client satisfaction.