What is the long-term impact of "saving fees and compounding the difference?"
Below is an interactive chart.
Change the initial investment click on the graph to view the effects of major economic events!
Our method isn't rocket science. It's just simple math.
It works even if we didn't outperform the competition.
But, we do....
Are you part of "The Lost Middle?"
At SciVest, we serve those individuals that have outgrown the starter financial advisors at the bank, but don't have a large enough portfolio for the big brokers downtown.
We provide:
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Professional grade discretionary management
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Dedicated and accredited Customer Relationship Manager (CRM)
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Comprehensive reporting
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...all at around the lowest fee level in the market
Frequently Asked Questions
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What is the minimum account size to start investing with SciVest Direct?
- Asset Allocation portfolios: The account minimum is $5,000. SciVest has created nine (9) unique, balanced, global Asset Allocation Portfolios that allow you to choose a portfolio that best fits your particular investment goals and risk profile. Each SciVest Asset Allocation Portfolio offers the best level of long-term expected return for its targeted risk profile for the then current economic and market environment.
- Individual Stock Portfolios: The account minimum varies by strategy, beginning at $12,000. SciVest has created eight (8) Individual Stock Portfolios established from three (3) unique, equity-based, investment strategies each specifically designed to meet specific investment objectives; Low Volatility Dividend Income, Growth of Dividend Income, and Price Momentum Strategies.
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What if I already have an account with Interactive Brokers/Aviso?
Fantastic! We simply send you an electronic invitation to allow SciVest to become the Investment Advisor on your account. It's that easy! -
Will I be able to do my own trading in my SciVest Direct account?
No. You will have no authority to trade the account yourself while SciVest is your investment advisor. When setting up your investment account, and Investment Policy Statement (IPS) is constructed with your individual risk tolerances and investment objectives in mind. As it is your account and your money, and we are your fiduciary, we can discuss your IPS any time you wish and if deemed appropriate, we can change your asset mix in the direction that you wish.
If you wish to trade yourself, we encourage you to open your own trading account! It just has to be separate from your SciVest account.
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Can I own Crypto or Bitcoin in my portfolio?
No. At SciVest, we implement very strict stock selection and risk parameters to ensure clients have the best possible portfolios for their individual long-term needs. Should you wish to partake in your own personal trading style, we encourage you to do so in your own separate account.
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What if I’m unhappy with my account? How can I leave?
It’s easy. Your accounts are in client name with the custodian – they are your accounts! Should you be disappointed with SciVest in any way, while we hope you would let us know so we could address the issue, we understand that sometimes things don’t work out. Simply go to the “settings” button on your log-in screen and “un-link” SciVest Capital Management Inc. as your advisor. We will be sorry to see you go!