Brokerage and Investment Advisory

When managing your investment portfolio, you must balance safety and soundness with yield and liquidity, all while optimizing investment returns. To help you achieve this balance, you need a partner who can offer a wide range of investment selections, pricing, service, experience, and flexibility to meet your institution’s needs.

SWBC has the expertise to help you manage risk and liquidity, and we are committed to designing a partnership that works best with the experience of your internal team.

Whether you employ internal resources to select and trade our investments or outsource your investment management, the experts at SWBC can help.