Investment Management

Prosperity and Confidence

The fluctuation and uncertainty of market conditions can make choosing the “right” investments a complex, overwhelming proposition. Ill-advised decisions carry harsh consequences, and future prosperity can fade rapidly. However, with the expert advice of our investment management professionals, you can be confident that your portfolio can handle significant market changes.

Our clients have the opportunity to benefit from a number of investment options, such as:

  • Mutual Funds
  • Common Stocks
  • U.S. Treasury Instruments
  • Municipal, Federal Agency and Corporate Bonds
  • Exchange Traded Funds
  • Alternative Investments 

Our Investment Philosophy

At Security National Bank, investment management starts with understanding your needs. Everything we do is centered around your goals and within your personal risk tolerance, investment time horizon and tax sensitivity. We know your situation is unique, so we offer flexibility in a wide array of investment options to help you achieve your goals.

Contact us to learn more about our investment management services.


Investment and Insurance Products:

- Not FDIC Insured
- Not a Bank Deposit
- Not Bank Guaranteed
- May Lose Value
- Not insured by any Federal Government Agency