We offer deep investment expertise and resources that help you take a long-term approach to managing your portfolio. Your investment goals are our first priority. And if you currently work with a financial professional, accountant or attorney, we will work to provide your team with an exceptional experience.
Achieving your objectives
We begin by defining your goals in detail as well as your time frame. Capturing this key information helps us make investment decisions on your behalf once your account is established.
We work with you and your financial professional to develop a portfolio of assets customized to fit your unique needs. Then, your account is assigned to a trust officer who is your primary contact and oversees your portfolio.
We apply a disciplined but flexible approach to managing your investments.
Our investment methodology
A team of trust officers who average more than 201 years of experience manage our client accounts. They leverage investment management services provided by Securian Financial Services. An exclusive team of experts continuously monitors investment recommendations for constantly changing market conditions to help you achieve your financial goals.
We bring rigorous investment due diligence
We screen thousands of potential investments to select approved assets without giving preference to proprietary investments or fund families. In-depth quantitative and qualitative analysis is used to evaluate and identify investments most likely to meet your objectives.
We focus on asset allocation and diversification
Asset allocation is the cornerstone of our long-term investment strategy. We allocate portfolio investments in proportions that conform to each account’s objectives. Diversification means that your account can hold assets that react differently to market fluctuations. We diversify assets among many different asset and sub-asset classes, including domestic and international, large and small company stocks, growth and value stocks, established and emerging markets, taxable and nontaxable bonds, corporate and treasury bonds, real estate, natural resources, commodities and other tactical investments. Neither asset allocation nor diversification guarantee against loss. They are methods used to manage risk.
A customized portfolio based on your needs and goals
Individual investments are selected to match your account’s specific objectives, taking into consideration your expected time horizon, your stated risk tolerance and your desired portfolio return. And we evaluate investment decisions for tax impact at the individual account level.