Investment Services

Because everyone has different goals and expectations, everyone has different reasons for investing. Understanding how to match those reasons with your investments is simply one aspect of managing your money to provide a comfortable life and financial security.

As world markets become increasingly more complex, the level of understanding and resources needed to succeed on Wall Street continues to grow. Unlike many firms that utilize a universal approach, our investment professionals take the time to understand our clients and can often come up with creative solutions to solve complex issues.

Although today’s dynamic markets are subject to volatility and risk, a comprehensive strategy of asset allocation and diversification can give our clients a competitive advantage. Although such strategies will not always assure a profit or protect against loss in a declining market, SW Financial seeks suitable investment opportunities while applying the principals of discipline to manage risk.

SW Financial representatives are here to facilitate
a wide array of investment objectives including, but not limited to:

  • Short term stock trading
  • Portfolio Management
  • Long term capital appreciation
  • Mutual Funds
  • Variable Life Insurance and Annuities

Investment Banking:

Our investment banking products are tailored to various client needs. Developing a thorough understanding of our client’s specific goals and evaluating the market dynamics of various industry sectors, we strive to provide unbiased  finance solutions.

Our ability to analyze all aspects of our client companies and assess the feasibility of all corporate finance options, allows us to recommend a solution tailored specifically for our clients. Building strong relationships with major institutional, strategic and corporate investors are powerful resources used to implement our corporate finance plan.