Investment Advisory
Our fee-based programs give investors access to a variety of portfolio designs that fit their needs. We offer investors leading-edge programs that address such needs as tax-sensitive investing, passively managed index investing, individually managed stocks and bonds, and more. Investment advisory programs available through Securian Financial Services include:
Portfolio Solutions
Flexible asset allocation programs utilizing no-load and load-waived mutual funds.
Lockwood®
Separately managed accounts that allow flexibility to high net worth individuals investing in individual stocks.
SEI
Three turnkey investment programs that fulfill a number of investment needs. Traditional accounts are asset allocation programs that invest in mutual funds and utilize a manager of managers approach. Managed accounts focus on separately managed accounts. Institutional accounts are asset management and trustee services for defined benefit plans and foundations.
Loring Ward
Investment emphasis on index-oriented funds with a slight bias toward value stocks which historically have had a higher risk return.
