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Rollover(s) 401k 403B

Your portfolio can benefit from Alternative Investments

Surevest Capital Management specializes in assisting clients in the search and selection process of alternative investments. In our managed account portfolios we normally implement anywhere from a 10%-25% allocation in alternative investments.

We can also assist institutional and individual investors in implementing alternative investments into their current portfolios. By adding the correct amount of alternative investments, studies have shown that they can both increase return and reduce risk in a portfolio.

Our alternative investment offerings include but are not limited to:

  • Traded Real Estate Investment Trusts (REITS)
  • Non Traded Real Estate Investment Trusts (REITS)
  • Real Estate tenant in common LLC’s.
  • Real Estate 1031 Tax Free Exchanges
  • Commodities
  • Merger Arbitrage
  • Equipment Leasing
  • Oil and Gas Production and Exploration
  • Precious Metals
  • Long Short / Bear Funds
 
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Crown Capital Securities, L.P.
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  This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEB SITE. Surevest Inc. is a Registered Investment Advisor and licensed insurance broker in the State of ARIZONA. Our firm's ADV Part II is available upon request.