Surevest Investment Counsel delivers impactful fiduciary investment & consulting solutions in the market segments highlighted below.
Registered Investment Advisors & Their Clients
We support RIA’s, investment adviser representatives, and their clients through world class asset management and back office services.
ERISA & Non-ERISA Plan Sponsors
Customized investment and consulting solutions to you meet your fiduciary duties.
Non-Profit Organizations
Supporting your organization’s mission with customized investment and consulting solutions.
Public & Private Pensions
Providing an independent perspective and customized solutions to your investment committee.
Ultra-High Net Worth Individuals & Family Offices
Full service fiduciary solutions on strategy, family dynamics, investments & cost containment
CPA firms
Turnkey investment & wealth management solutions for CPA firms and their clients.