Investment Planning, Investment Advisor & Financial Planner Phoenix & Las Vegas

By: Svwealth  09-12-2011
Keywords: Estate Planning, Investment

Investment & Portfolio Management
SureVest builds and manages properly diversified, well researched investment portfolios for individual clients. We also utilize several alternative asset classes that have traditionally only been used by big institutional investors. Our asset allocation, investment discipline and risk management techniques are designed to deliver the highest returns with the lowest amount of risk. Our style of investing eliminates emotional decision making and provides our clients with peace of mind and a long term perspective. We are able to accommodate client’s individual needs, since we do not use a cookie cutter approach to investing. We are also well aware that taxes and expenses reduce investment returns for our client’s. Since SureVest has no financial interest in any particular investment product, you can rest assured that we always utilize those investments which offer the highest expected returns with the lowest possible cost. Our portfolio manager also exercises great care in the appropriate placement of investments within taxable and tax-deferred accounts and continually monitors and reviews each client’s portfolio for tax efficiency. In addition to Investment Planning and Portfolio Management, SureVest’s integrated capabilities also include:
  • Estate Planning
  • Business Succession planning
  • Real estate investment analysis
  • Charitable Planning
  • Socially responsible investing
  • Family member education

Keywords: Estate Planning, Investment

Other products and services from Svwealth


Financial & Retirement Planning Services, Investment Management

Each SureVest client has a personal advisor that they can call at anytime to answer their questions and ensure that they get personalized first class service. This coverage does not protect against loss in market value of the securities, but rather provides protection against insolvency of the brokerage firm. It is an honor and a privilege to help clients manage their money.


Financial & Retirement Planning, Investment Management, Wealth Management

Unlike many firms who charge separate planning and asset management fees, all of SureVest services are included in our asset management fee, which is based on a percentage of your assets under our management. Education - How much do you need to set aside in order to fund higher education or specialized training for children and/or grandchildren, and what are the best investment vehicles for that objective.