SUREPATH FINANCIAL SERVICES, LLC

Overview

Surepath Financial Services, LLC is an independent registered investment adviser operating as a limited liability company under individual ownership. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and it supplements advisory work with educational seminars and workshops. Fee arrangements are flexible—percentage-of-AUM, hourly and fixed-fee engagements are used depending on client need. Investment activity centers on diversified use of publicly available pooled vehicles and select third-party alternative strategies rather than running proprietary funds. The firm is not a capital allocator and does not present itself as an ESG specialist. An affiliation with an insurance company shows up in the firm’s product mix and helps explain a measured use of annuities within client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices