Institutional Advisory Services

 



SWBC Investment Company offers investment advisory and financial management services on a fee basis. Investment advice is designed to comply with applicable industry, state, and federal regulations.

Accounts are managed on a non-discretionary basis, so the designated officer of the financial institution must approve each purchase or sale before the trade is executed. Account supervision is guided by the financial institution’s stated investment policy objectives and tax considerations.

To find out more about SWBC’s Institutional Advisory Services, Contact us or call an SWBC Representative at 1-866-270-4873 today.