Yes. We are an Independent Registered Investment Advisor, which means that we are not biased by any in-house or proprietary products. Therefore, we are free to work objectively with the widest variety of investments.
Not one firm can be right for everybody and we don’t expect every prospective client to be a perfect fit for us. Our ideal clients tend to have 3 things in common:
Our clients tell us that what sets us apart from other firms in our field is:
Surevest does not actually take custody of any of our client’s funds and are prohibited from doing so. Our preferred custodian for our client’s assets is TD Ameritrade Institutional. TD Ameritrade provides our clients with low transactions costs, no annual account fees, and gives us access to a variety of institutional class investments that are not available to retail investors.
Yes. 24 x 7.