Our investment philosophy
We manage each trust account individually to meet the trust’s objectives and trust beneficiary needs.
Coordination with overall financial goals. When consistent with our role as trustee or investment manager, we take the client's overall financial goals into full consideration when we develop a trust portfolio.
Customized investment policy statement. We develop an individual investment policy statement for the trust, working with financial advisors, clients and the client’s attorneys and accountants. The policy statement is based on the trust's long and short term goals, risk tolerance, tax concerns, and more. It helps ensure the highest level of service for each trust client.
Experience and expertise. Securian Trust Company draws on the expertise of Securian Financial Services investment consultants, who average more than 20 years of financial services experience. Modern portfolio theory is applied to every trust investment recommendation.
Monitoring and adjusting. Our team of investment professionals regularly monitors and, as allowed by the trust, adjusts each trust portfolio in light of fluctuations in the markets and the changing needs of multiple trust beneficiaries.
