Institutional Strength, Personal Touch

We combine the resources of leading institutional partners with Bester Wealth’s high-touch, personalized service, ensuring our clients benefit from enhanced security, advanced technology, and unparalleled expertise.

Strategic Partner: Elevation Point

Powered by Elevation Point, we provide an institutional-quality investment platform and industry-leading technology.

  • Exclusive Access: Private investment opportunities, refined alternatives, private debt, private equity, real estate, structured products
  • High-Touch Service: We maintain an intimate personal style supported by Elevation Point’s robust infrastructure and high-touch support team
  • Client Advocacy: Chad Bester holds a leadership role, ensuring he has a strong voice in important decisions affecting our clients and their portfolios

Custodian Partner: Fidelity

We chose Fidelity as one of the world’s most respected custodians, entrusted with safeguarding assets for millions of investors and some of the most sophisticated institutions globally.

  • Safety: Fidelity provides a $1 billion aggregate excess of SIPC insurance policy, which is one of the strongest layers of brokerage protection available
  • Independent Third Party: Fidelity is responsible for securely holding client assets and maintaining rigorous regulatory oversight
  • Digital Experience: Consistently rated as the best for digital experience

Technology Partners

eMoney

Black Diamond

Morningstar

Y Charts

Salesforce

Vanilla

Goldman Sachs

Orion

Zocks-AI