In today’s environment, a “one-size fits all” approach doesn’t work.  Every investor is unique, and with this uniqueness comes an investment goal, or set of goals, that is specific to that individual.  This is where our process differs from the other investment providers whose primary goal is to simply, sell you a product.  Our goal, before we even talk about a particular investment or what your portfolio might look like, is to try to thoroughly understand you and your investment goals and objectives.  We want to know - What do you ultimately want to accomplish with your investment portfolio?  It is only after this discussion that we can have a thoughtful conversation as to what your portfolio might look like and what investments within the portfolio are going to be most appropriate for your unique situation. 

Having a thorough understanding of your goals as an investor provides our investment management team with a road map to use in constructing your portfolio.  And because we do not have any proprietary products, we are not “selling” investments for any particular mutual fund company and we receive no brokerage compensation for trading, you can be assured the recommendations and solutions we present to you are made with one goal in mind – Helping you realize your goals.

Security National Bank Investment Advantages

Dedicated, local investment management team – Six individuals with over 60 years combined experience focusing exclusively on investment management

Flexibility

• Diverse and flexible investment options to fit any risk tolerance
• Not tied to a single product or service provider
• Opportunity for diversification among different investment managers
• Opportunity to change investment alternatives without additional costs

Institutional

• Access to world-wide, well recognized, money management teams and resources
• Cost and tax conscious portfolio construction by utilizing institutional class investment options and institutional stock and bond trading relationships
• No 12b-1 fees on any mutual fund or money market fund used

Monitor and Update

• Ongoing monitoring of investment options to ensure compliance with investment policy guidelines
• Periodic reviews with you to discuss performance, and make any adjustments necessary to meet the needs of the plan
• Concise, accurate report format

Tel: (712) 277-6586
Tel: (800) 475-4468
Fax:(712) 277-6713

E-mail: wealth@snbonline.com

 

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