Registered Investment Advisers & Their Clients

Supporting RIAs, investment adviser representatives and their clients through world class asset management and back office services.

Navigating the current regulatory and investment landscape requires skill, experience, and collaboration.  Many advisers have become increasingly frustrated as they continue to see more time and resources shift to the “business” of wealth management and away from the work their clients hired them to do.  SVIC offers investment, regulatory and practice management solutions to current Registered Investment Advisers, Investment Adviser Representatives and those looking to enter the space. Partnering with Surevest allows you to enhance your value proposition to clients and create a more focused, scalable and meaningful practice for yourself. We have been successful at creating customizable and affordable solutions that empower advisers, and their clients, towards more rewarding outcomes. If you’re ready to put the focus back on your clients, visit our site to explore ways we can collaborate with you.