Kisner & Associates

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Welcome to SUREVEST CAPITAL MANAGEMENT

SUREVEST CAPITAL MANAGEMENT helps clientsto realize their financial goals through state of the art financial planning and asset management.

We believe that the first principle in making money is not to lose any. Our style of "value investing" seeks to profit from underpriced assets. It also enables us to avoid fads and asset bubbles. However, even with the strictest of investment disciplines, markets can become and remain irrational for extended periods of time. For this reason we utilize a seven layer risk management strategytohelp protect our clients' portfolios in times of financial market distress. Our style of investing is designed for clients seeking long term investment gains or those looking to provide inflation adjusted income for the rest of their lives.

Customer trust is also critical to our success and we embrace our fiduciary responsibility to our clients. Surevest clients can count on full disclosure and independent advice, which is uncommon in an industry which isknown forhidden agendas and lack of transparency. We are committed to creating successful lifelong relationships with each client. We understand that this is a lofty objective and work hard every day to deliver on this commitment.

SureVest is led by a small but exclusive team of financial planning and investment management specialists. Our team has earned some of the most recognized and valuable credentials in our industry and we continually work to...

Our philosophy is to treat every client as if they are a member of our own family. We work tirelessly to become and remain each clients most trusted advisor by continually demonstrating our knowledge...

Our clients tell us that what sets us apart from other firms in our field is:

Summary: Institutional investors such as pension funds and endowments routinely outperform individual investors and retail financial advisors ...

Summary: Understand & minimize your investment risk using SureVests seven step risk management process. ...

Summary: Learn how tomanage your moneydifferently in order to provide inflation adjusted income for life vs. a typical...

Summary : Understand how private wealth management differs from working with the typical retail financial advisor. ...

Summary: Learn whatretirement planning entails and the factors that will determine your retirement plan's probability of success. ...

Summary : Learn how to convert a Traditional or Rollover IRA into a ROTH IRA and under what...

Summary : This chart shows the rules, deadlines and contribution limits for the most popular retirement plans...

Summary: Learn about themajor features and benefits of 529 plans, the most widely used education funding vehicle. ...

Our mission is to enhance our clients lives by creating and implementing personal wealth strategies which reduce financial risk and enable clients to achieve and maintain their desired lifestyle.