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Founded in 2002, Surevest is an independent Registered Investment Advisor located in Phoenix, Ariz. The team focuses on building and protecting investors' wealth, as well as providing advisors nationwide with a support system. Surevest is able to deliver a level of service and performance that goes far beyond what one can expect from a traditional brokerage house relationship. Through the firm's advisor partnership service, Surevest offers elite advisors support with portfolio management, marketing, compliance assistance, technology and client retention strategies.
Atlantic Capital Group is a Pikesville, MD-based company in the Financial Services sector.
Hanson McClain is a Sacramento, CA-based company in the Financial Services sector.
Bricolage Capital is a New York, NY-based company in the Financial Services sector.
Kiski Group, Inc. provides quantitative and consultative analytical support to institutional investors and alternative investment managers to help them advance their investment processes and investment strategies. The company was founded in 2008 and is based in New York, New York. • Kiski Partners, LLC is the global asset management and investment advisory subsidiary of Kiski Group, Inc., offering custom structured investment vehicles to Institutional Allocators that are tailored to meet their specific investment objectives, while providing them with enhanced transparency, governance, regulatory and tax compliance oversight, combined with specific liquidity and investment terms. • Kiski Alpha Partners, LLC is the Risk & Analytics subsidiary of Kiski Group, Inc., which provides investment managers and allocators a suite of tools that allow for clients to view a comprehensive set of risk, exposure and performance analytics across the full range of their alternative investment exposure.