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  • Our Team
    • Financial Life Planners
    • Investment Committee Leaders
    • Operational Excellence
  • Our Difference
    • Exclusivity
    • Talent
    • Fiduciaries
    • Team-Based Solutions
  • Our Commitment
    • Expectations
    • Security & Transparency
    • Vision & Mission
  • FAQ’s
  • Services
    • Private CFO
    • Wealth Management
    • Situational Planning
  • Contact
    • Send a Message
    • Los Angeles – Corporate Office
    • Phoenix
  • Client Login
    • Charles Schwab
    • Wealth View
    • TD Ameritrade

Daily Archives: April 29, 2022

Investment Committee Call, May 3rd, & Spring Quarterly Commentary 04/29/2022

ChirpBy Vanessa PatrickApril 29, 2022

Surevest is holding our monthly Investment Committee Call this coming Tuesday, May 3rd, at 1 pm PT., and we are excited to have a special guest join us, Jordan Rosenberg, CIMA®. In recent weeks, we have had a lot of questions about digital assets such as: What is cryptocurrency? Is this a fad or here…

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