The commentary on this website reflects the personal opinions, viewpoints and analyses of the Surevest employees providing such comments and should not be regarded as a description of advisory services provided by Surevest or performance returns of any Surevest Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Surevest manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Surevest Private Wealth (SVPW)/Surevest Investment Counsel (SVIC) is a SEC registered investment adviser with offices in Arizona and California. This 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 SVPW’s web site on the Internet should not be construed by any consumer and/or prospective client as SVPW’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 SVPW 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 SVPW, please contact the SEC or the state securities regulators for those states in which SVPW maintains a notice filing.
SVPW 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 SVPW’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 investment advice or an 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 SVPW) will be profitable or equal any historical performance level(s).
Surevest may advise clients on assets not limited to but including 401k plans, real estate and business interests outside of the direct control of Surevest. Our assets under advisement differ from regulatory assets in which we exercise discretion. Please email firstname.lastname@example.org for our most accurate regulatory AUM. Media representations or outside references do not always accurately reference our current regulatory AUM.
Certain portions of SVPW’s web site (i.e. newsletters, articles, posted videos, television appearances 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 SVPW, or from any other investment professional. Furthermore, videos posted to this website and the opinions expressed in those videos or television programs are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SVPW unless a client service agreement is in place. SVPW 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 SVPW is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of SVPW 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.
Surevest does not publish our client’s investment performance publicly and nothing on this site shall be considered a reporting of performance past or present. Each client and prospective client agrees, as a condition precedent to his/her/its access to SVPW’s web site, to release and hold harmless SVPW, 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 SVPW.
The Client Spotlight section of our newsletter, Wealth and Wisdom, is not an endorsement of Surevest’s services or a reflection of either a positive or negative experience with our firm.