At Surevest we utilize a value-based, long-term wealth accumulation model. Our portfolios are designed and managed to minimize risk and enhance return in all market conditions.

In the stock portion of our portfolios we implement proprietary investment screens utilizing both fundamental and technical analysis in choosing investments. In the footsteps of many great investors we also subscribe to the theory quantitative analysis can be just as useful as qualitative analysis. We invest in companies with great balance sheets, good growth prospects, and solid management. Our minimum time horizon for stock investments is one year. With that said, we are delighted to hold companies much longer if they continue to meet our standards. We also do not hesitate to sell stocks that fail to meet our criteria at any time.

In adding mutual funds to our portfolio we use only the best of the best fund managers. We are not interested in the “name brand” of the mutual fund company only the performance that the manager can deliver. For that reason, some of the funds we utilize are names not commonly touted by commission based brokers. Finding managers that take on less risk and deliver greater return than their benchmark is our mission. Managing a mutual fund portfolio can be just as challenging as selecting an individual stock. Like a stock, a mutual fund left unmanaged can be a detriment to your net worth. Utilizing modern portfolio theory we continually monitor fund performance to assure that each fund is staying true to prospectus and style.

Real Estate Investment Trusts over the years have shown a great tendency to decrease risk and enhance overall return in a portfolio. We regularly recommend that a portion of our client’s portfolio implement a real estate strategy. We use both private and publicly traded REITS that we feel have the greatest ability to effectively manage current market conditions. We prefer to stick to high quality commercial properties with high rental occupancy and future capital growth.

Alternative Investments such as oil and gas exploration, equipment leasing, commodities and other non-traditional type investments also have a place in a portfolio. Depending on our clients overall risk profile we match our clients goals with the appropriate amount of alternative exposure in their portfolio.

One common theme of our managed portfolios is diversification beyond a simple market cap stock allocation. Each client’s portfolio is designed based on his or her individual goals and objectives. As a Surevest Private Wealth Management client, you will benefit from an institutional quality portfolio that is managed daily to meet your financial needs.