Surevest Capital Management, SVCM (“SVCM”) is a registered investment adviser in Arizona, California, Nevada and New York with offices in Phoenix & Las Vegas. Certain Investment Adviser Representatives of SVCM may also be licensed as registered representatives of Crown Capital Securities L.P. and may transact securities related business in that capacity. SVCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SVCM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SVCM’s web site on the Internet should not be construed by any consumer and/or prospective client as SVCM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SVCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SVCM, please contact the SEC or the state securities regulators for those states in which SVCM maintains a notice filing.
SVCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SVCM’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Nothing on this site is intended as offer to buy or sell any securities.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by SVCM) will be profitable or equal any historical performance level(s).
Certain portions of SVCM’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from SVCM, or from any other investment professional. SVCM is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if SVCM is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of SVCM by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively from information prepared and/or submitted by the recognized adviser.
Each client and prospective client agrees, as a condition precedent to his/her/its access to SVCM’s web site, to release and hold harmless SVCM, its officers, directors, owners, employees and agents from and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from SVCM.