Silvercrest Asset Management Group is a holding company. Through its subsidiaries, Co. is a wealth management firm. Co.'s clients engage Co. to advise them on investment strategies focused on equities, fixed income and cash as well as other investment strategies including hedge funds, private equity funds, real estate and commodities. Co.'s clients receive a menu of proprietary investment capabilities together with an array of complementary non-proprietary capabilities provided by unaffiliated firms selected by Co. Co. also provides its clients with family office services and related administrative services, which include financial planning and consolidated wealth reporting. The SAMG YTD return is shown above.
The YTD Return on the SAMG YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether SAMG YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the SAMG YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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