Big Services from a Smaller Company
Devenir provides customized wealth management services to high net worth individuals, families, corporations, trusts and foundations on a fee-only basis. This approach matches the client's risk and return requirements to a portfolio utilizing multiple investment asset classes, investment styles and managers --- designed, managed and monitored to achieve long-term investment objectives.
We provide investment management services through a selection of account types:
- Cash / Margin Accounts
- Retirement Accounts
- Trust Accounts
- Estate Accounts
- Most other investment accounts
Devenir offers many of the personalized services that typically only the bigger brokerage houses offer including:
- A robust trading platform providing low cost transaction execution
- Access to an extensive bond inventory from more than 100 top broker-dealers
- Convenient check writing and credit card capabilities
- State-of-the-art online access and account review
- Comprehensive client reporting including cost-basis, current valuation, investment performance, cash flow and realized gain and loss reports
- Industry leading financial planning software and other analytical tools
- Unlimited access to unbiased investment resources and research
For information on the additional services Devenir provides to corporations, including employee health benefit plan services, corporate and executive retirement plan services and stock plan services, please review our corporate services information.
