Security Financial Private Investment Counsel
Our Process
Our investment process is driven by first establishing an Investment Policy Statement, tailored to each client’s investment management needs and circumstances.
We than apply an actively-managed style with a rigorous approach to research and investment selection. With access to extensive third-party research we look for the most appropriate opportunities across various asset classes.
Our open-architecture and differentiated solutions allow access to products and money management from world class sub-advisors providing clients with above average returns given the client’s level of risk, while maintaining full transparency. This access not only delivers diversification and growth benefits to complement a portfolio, it can be achieved with discounted fees and lower entry-level investment minimums.
Risk management is integral when it comes to portfolio construction.
Our portfolio management process provides constant monitoring of our portfolios to ensure the balance of risk and return within our investment strategies.
Our range of Model Portfolios spans six options with varying risk levels. A range of portfolio mandates means that you can be confident of finding the most appropriate portfolio for your clients’ needs.
Conservative Income
Emphasizes preservation of capital and stable income through a portfolio of primarily fixed-income securities. Suitable for an investor with a shorter investment time horizon that is seeking lower portfolio volatility.
Risk Level: Low
Income
Offers income with moderate capital growth potential for investors with a short to medium-term investment time horizon.
Risk Level: Low
Balanced Income
Provides a balance between income and capital growth for investors with a medium investment time horizon.
Risk Level: Low to Medium
Balanced Growth
Provides a balance between capital growth and income for investors with a medium investment time horizon.
Risk Level: Low to Medium
Growth
Offers long-term capital growth with moderate income for investors with a medium to long-term investment time horizon.
Risk Level: Medium
Aggressive Growth
Emphasizes long-term capital growth through a portfolio of primarily equity securities. Suitable for an investor with a long investment time horizon that is comfortable with higher portfolio volatility.
Risk Level: Medium to High