Security Financial Services, Inc.
Security Financial Services, Inc. is an SEC-registered investment advisory firm headquartered in Fort Wayne, Indiana. Founded in 1987, the firm manages assets for individuals—including both high net worth and non-high net worth clients—as well as charitable organizations, pension plans, and some corporations. As of March 2025, the firm has 14 employees and manages $1.1 billion in assets. The advisory team primarily serves U.S. clients and is known for its comprehensive wealth management services and client-centric approach.
Investment Strategy
Security Financial Services, Inc. uses a discretionary investment management approach, tailoring portfolios to each client’s objectives. Their strategy is diversified across stocks, ETFs, and other securities, allocating capital primarily among high net worth individuals, families, and charitable organizations. The firm emphasizes asset allocation, long-term investing, risk management, and personal service to meet clients’ retirement, tax efficiency, and legacy planning needs.
Top Holdings
Equity Positions (199)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 6.01% | $37.2M | 474,578 | $53.64 | $78.34 | +$2.2M |
D DYNF | BLACKROCK ETF TRUST | 5.05% | $31.3M | 528,147 | $47.45 | $59.20 | +$7.2M |
I IVW | ISHARES TR | 4.61% | $28.5M | 236,000 | $82.85 | $120.72 | +$1.6M |
Q QUAL | ISHARES TR | 4.15% | $25.7M | 131,957 | $118.10 | $194.50 | -$722.0K |
I IVE | ISHARES TR | 3.55% | $22.0M | 106,469 | $188.20 | $206.51 | +$2.1M |