Surevest Investment Philosophy
Many times, prospective clients are surprised when we show them the number of hidden fees in their portfolios. Unlike a managed fee paid to a fiduciary advisor, the fees embedded in many investments are not clearly illustrated to investors. There are specific areas, such as foreign markets and tactical and special situation strategies, where a higher fee may be justified based on the potential to deliver returns in excess of a benchmark.
There are segments of the portfolio, though, where fees should carry greater consideration. This includes areas such as U.S. large cap stocks where efficient markets make it difficult to outperform. At Surevest, fees are always a consideration. Any fee paid is carefully weighed against the potential for excess return on all investments.
Risk Management is a key component to financial success. We view risk as being dynamic. We take a holistic view of our client’s risk management plan by looking beyond the portfolio to secure your long-term vision from unforeseen events. We clearly qualify and quantify risks for our clients and provide meaningful solutions to minimize exposures.
Our goal is to eliminate uncompensated risk in our clients’ portfolios. Understanding and managing the changing risk of an investment along with the projected return, requires an ongoing assessment. Our primary investment objective is to achieve the highest possible returns for our clients for the lowest risk possible to achieve their goals. Careful portfolio construction and ongoing active management drive our strategy to provide our clients with the greatest potential to achieve the highest possible risk-adjusted returns.