Smarter Investing

Getting started depends on the SciVest solution that's right for you.

For SciVest Direct, simply contact our team to discuss your investment goals. We'll walk you through the account opening process and help you determine whether SciVest Direct is the right fit for your needs.

For SciVest Private Wealth Partners, we work through a network of trusted professional partners. If you're working with an accountant, planner, or other referral partner, they can introduce you to our team to begin the onboarding process. If you don't currently have a referral partner, we're happy to discuss your situation and help determine the most appropriate next steps.

If you're unsure which option is right for you, contact us and we'll help point you in the right direction.

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.

It is quite simple and we generally take care of that for our clients.  However, it's pretty easy to do yourself if you chose to.  Whichever method is most comfortable for you. 

No. At SciVest, we implement very strict security 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. However, SciVest can exclude individual securities from your portfolios due to religious, ethical and other personal preferences.