Surevest Capital Management was founded in 2002 by Robert Luna. Mr. Luna’s goal was to bring his experience as a risk analyst and money manager for institutions and pension funds to individual investors. He noticed that many individual investors were getting confusing, conflicting and often dangerous investment advice. Many financial advisors were leading their clients into the most common investment traps such as chasing whatever is hot at the moment, making decisions based on emotion, trying to time markets and managing retirement income portfolios the same way they manage accumulation portfolios. In short, people were paying for bad advice.
Surevest is different than most firms in the industry. We act as fiduciaries which mean that we have an obligation to put our clients’ interests before our own. In addition to managing your money, we look at all aspects of your financial life and provide insightful, straightforward and timely advice.