SURETY INVESTMENT SERVICES

Overview

Surety Investment Services is a privately owned advisory firm that blends insurance brokerage with discretionary portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and runs portfolio mandates with a clear tilt toward liquid public equity exposures, while keeping insurance products available as advisory complements. Its advisory profile indicates a preference for separately managed account structures and exchange-traded equity allocations rather than ESG-focused strategies. Advisory activity is concentrated on direct portfolio management rather than institutional consulting or multi-state advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices