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HERMANN SONS LIFE
MORE THAN 150 YEARS OF STRENGTH & SECURITY
Hermann Sons Life maintains a bond and stockportfolio with an average rating of A or better by 2 out of 3 ratings agencies. The majority of investments are in government and corporate bonds. The investment in any one issuing company will not exceed 15% of surplus at the time of purchase.
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● Hermann Sons Life has adopted and follows a conservative investment policy where safety is the primary objective in any investment transaction.
●Investments are selected which provide stability of income and reasonable liquidity with a maturity schedule which meets our liquidity needs.
% STOCKS $ 10,704,611 4.14 % The total amount invested in the equity portfolio shall not be greater than 10%.
●Hermann Sons Life strives to achievethe highest rate of return while providing the necessary protection of principal.
●Hermann Sons Life invests funds in accordance with federal and state laws.
Based on Audited as of 12/31/2021
