Go Beyond Average

The financial services industry has traded in vigorous research and customizable solutions for scalable mediocrity. Our firm has rebelled against that notion and charted a path to deliver superior results to our clientele.



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A Partner in Excellence

Our Chief Investment Strategist, Robert J. Luna, is regularly sought out by the national media to share his views on how our team is navigating the current economic environment. Robert and his team continuously monitor global economic and market leading indicators to position our clients ahead of the curve.

At Surevest, we look beyond the obvious and challenge consensus to find the most compelling opportunities for our clients. “If it’s obvious, it’s obviously wrong”. — Joe Granville

Discover new opportunities with our global research

*48% of the world’s global stock market capitalization is outside of the United States.

Our research has found some of the best opportunities are abroad. There is no substitute for experience. Our Chief Investment Strategist has traveled extensively throughout countries such as China, Singapore and India to research less known opportunities for our investors.

*Source: FactSet as of 12/31/2017 MSCI All Country World Index based in U.S. Dollars