Investment Advisory Services

Let SWBC help you bring your company’s retirement plan a proven, objective approach to investment selection, monitoring, and fiduciary compliance

SWBC Investment Advisory Services, a division of SWBC Investment Company, provides unbiased advisory services for retirement plan sponsors.

Our industry experts specialize in assisting retirement plan sponsors with their investment portfolios, and operate on a fee basis—never commission-based or dependent on proprietary investments and fund company revenue. That translates to an unbiased approach with only the best interest of plan participants and, therefore, plan sponsors, in mind.

Additionally, we put our fiduciary responsibility in writing so you can feel confident that decisions made today can help to protect you from liability in the future. Our services are built upon an unwavering commitment to assist our clients in complying with regulations.

And, we make it easy to use SWBC Investment Advisory Services as your institutional investment advisor. We can get started without any conversions, asset transfers, or disruptions to the current administration of your plan.

SWBC Investment Advisory Services is a comprehensive investment advisor for all types of retirement plans, including:
  • 401(k)
  • Defined Benefit
  • 403(b)
  • Non-Qualified Plans—409A, 457
  • Money Purchase Pension Plans
  • Ask for a complimentary review of your current plan portfolio.

    Contact us today or call us at 1-866-270-4874 to set up a complimentary consultation.