CTOs on the Move

Surevest Wealth Management

www.svwealth.com

 
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.  
  • Number of Employees: 0-25
  • Annual Revenue: $10-50 Million
  • www.svwealth.com
  • 2425 E. Camelback Road Ste. 890
    Phoenix, AZ USA 85016
  • Phone: 480.272.7116

Executives

Name Title Contact Details

Similar Companies

Instinet

Instinet Incorporated, through its brokerage subsidiaries (collectively, "Instinet"), provides technologically advanced, agency-model brokerage services to institutional clients worldwide. As the wholly-owned execution services arm of Nomura Group, Instinet seeks to add value across the investment life cycle, providing: Research and Insights – boutique US Equity Research, Quant Strategies and technical analysis, as well as Market and Sales Commentary; Trading Services – a suite of smart, and flexible electronic trading strategies and experienced high-touch trading teams across equities and derivatives; Liquidity Venues – crossing pools in multiple regions offering opportunities for block-like execution; and Workflow Solutions – offering award-winning, customizable desktop platforms such as Newport® EMS, a suite of Trading Analytics, and Plazma®, a Research Payment and Commission Management system. Instinet helps institutional investors create, protect and capture alpha, reduce complexity, and lower overall trading costs to ultimately improve investment performance. Over the course of its almost 50 year history, Instinet has been a pioneer in electronic trading, creating of an array of now industry-standard technologies and the world`s first major electronic trading venue.

Beacon Investment Co

Beacon Investment Co is a Ann Arbor, MI-based company in the Financial Services sector.

Multi-Bank Securities

Multi-Bank Securities is a Southfield, MI-based company in the Financial Services sector.

Assurecare Inc

Assurecare Inc is a Minneapolis, MN-based company in the Financial Services sector.