Services and Solutions

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
• Institutional Cash Management Accounts
• Other types of investment accounts

Devenir offers many personalized services that typically are offered only by the larger brokerage firms, 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
• 24/7 online account access

For information on 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.