Personal Investing

A wise investor worries little about individual gains and losses in their portfolio. Overall portfolio performance is what counts, and this takes TIME and PATIENCE.

SUPERIOR NATIONAL’s Investment Philosophy is focused on achieving two broad and often opposing investment objectives: maximization of return and minimization of risk. This strategy achieves these objectives within the context of our customer’s unique growth and income objectives and their tolerance of risk. In order to assure achievement of the risk and return objectives for balanced account management, two underlying investment criteria must be understood and addressed with precision:

Asset Allocation – the primary determinant of superior portfolio returns; customer funds are carefully distributed amongst the three types of assets: stocks, bonds, and cash equivalents.

Diversification – high quality securities offer investors the opportunity to allocate investments amongst a wide variety of domestic industries and disciplines capturing growth potential and minimizing risk.

We offer objective advice and guidance about stocks, bonds, and mutual funds. On a regular basis or as-needed, whatever your level of investment knowledge and experience, we can meet your needs.

Custody Account

Safety and Convenience.

As custodian, we protect securities from fire, theft and other hazards, collect mature or called bonds, buy and sell stocks and exercise stock rights on your behalf, and take care of all routine investment chores. We collect and remit income monthly or, if you prefer, quarterly and provide you with complete statements of all transactions.

For clients with purely custodial accounts, we offer no investment guidance, but simply execute sales and purchases according to your instructions.