Please call for a no obligation meeting to find out more about your needs to determine if our services are right for you. No matter your stage in life, just starting out or ready to retire, we have answers to your questions.
With our investment advisor team comes wisdom. Not just credentials, training, and continuing education but real market experience. With our founders, Bart Schannep, having started in the industry in 1983 and Rob Wright in 1994, lead with investor experience and market knowledge. This is a great benefit to our team and our clients. Although times change and events are always new, our experience has taught us that investor actions and reactions are not new and that emotional decisions are frequently poor decisions.
Since we do our own custom research and portfolio management in-house, we are not limited by brokerage platforms or account minimums.
Life is busy and investing is complex, but investing is our business. As Registered Investment Advisors we are held to a higher fiduciary level than the average stock broker or insurance agent. We strive to help everyone as best as we can, our clients’ best interests at heart.
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.