Security Financial Private Investment Counsel
Invest in the Future with SFPIC
Security Financial Private Investment Counsel is a discretionary portfolio management firm.
Our goal is to safeguard your financial future by growing your wealth prudently. This philosophy forms the cornerstone of our investment planning process for our client’s personal and corporate needs. We strongly believe the ability to give clients a choice of product solutions, while maintaining objectivity and impartiality, is the key to success.
Advisor Partnerships
Security Financial Private Investment Counsel strives to provide our advisor and portfolio manager partners a state-of-the-art platform for their respective practice and clients.
Our Platform
Compliant and accurate statement reporting, coupled with client access to view and monitor their accounts is equally important.
Our Process
Our investment process is driven by first establishing an Investment Policy Statement, tailored to each client’s investment management needs and circumstances.
Our Firm
Security Financial Private Investment Counsel is a discretionary portfolio management firm.