We don’t start with your investment options. We start with you.
Every investor has their own goals, risk tolerance, timetable and available funds. You know how hard you worked for your money; we’re here to make sure it works just as hard for you.
Whether you are saving for your first home or your first child's college tuition, the Security National Bank investment team is here from your first day on the job to your first day of retirement (and beyond). We make a point to invest in our relationship with you so that you can invest in what’s important.
We ask you the right questions. And then we help you make the right decisions.
At Security National Bank, we want to ensure our investment team is making the right investments on your behalf. That's why we meet with you and ask some of the following questions:
- At the end of the day, what do you need your investments to do?
- How closely do you pay attention to your investments?
- How much do you currently know about investing? Do you enjoy it?
Because we meet with you to discuss your financial needs and goals, we can make better decisions when handling your investments.
Here’s what you need to know:
Security National Bank does not have any proprietary products. Our Wealth Management team does not receive brokerage fees from handling your investments. We are not tied to any service provider, and we select investments based upon their ability to meet your objectives. Our advice is our own with your goals in mind.
Our team has seen it all.
Our investment management team, a division of our Wealth Management team, has over 60 years combined experience. We set up periodic reviews to make sure your investments are making the most of it.
Our financial strategies are sound.
Our financial strategies offer flexibility, diversification, total compliance and risk sensitivity while also being budget conscious.
Our investments are institutional.
Our motto is to work locally, invest globally. We’ll give you access to worldwide, well-recognized fund management firms and resources.
Begin your investing journey:
Are you ready to beginning investing money? Investing now is an excellent way to plan for the future, and with Security National Bank, we can handle your investments and private wealth management through our skilled investment team. If you are looking to learn more about investing your money or ready to begin investing, reach out to us today online or call one of the numbers below:
Tel: (712) 277-6586
Tel: (800) 475-4468