Investment Management Hero

Investment Management

Build an investment portfolio that accomplishes your
goals with as little risk as possible.

No Conflicts of Interest

Surevest Private Wealth is a fiduciary for all our clients. This means that we put our client’s interests first and do not earn commissions or have any incentive to recommend one investment or strategy over another. This eliminates conflicts of interest, a common problem in the financial services industry.

Easy access to your money

All investments are fully liquid. So, there are never any penalties or fees to make withdrawals. Get systematic monthly income, and/or lump sum distributions from your portfolio anytime.

Performance Report

You should never have to wonder: “How is my portfolio doing?”
That’s why we provide performance reports at the end of each quarter and at any other time, upon request.

Best Practices

  • We don’t speculate, guess or try to time the markets.
  • We don’t use leverage, illiquid investments, or investments that complicate your taxes by generating a K-1. (Exceptions to this policy may be made upon request and/or pre-approval by client)
  • We use publicly traded, SEC-registered securities such as individual stocks and bonds, as well as low cost, tax-efficient ETFs.
Financial Planning

Wealth Management Team

Your Senior Wealth Advisor serves as your single point of contact and coordinates your wealth management team, which will include:

  • Certified Financial Planners (CFP)
  • Chartered Financial Analyst Charterholder (CFA)
  • Certified Investment Management Analyst (CIMA)
  • Chartered Life Underwriter (CLU)
  • Masters of Business Administration (MBA)
  • Certified Private Wealth Advisor (CPWA)


Jeremy Kisner Team Picture