As an independent firm we are not reliant upon some larger entity for direction and research. We do our own in-house research and portfolio management.
An investment advisor is considered a fiduciary and held to a higher standard when compared to a financial planner. This means that we are required to keep your best interests in mind. We have held this basic belief for many years and will always give you the highest standard of care.
Southwest Investment Advisors is a family oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.
Because of this independence, we are not tied to any one particular fund or investment product. This allows us to develop and prepare you a financial plan based entirely on your needs, objectives and goals in mind.