Southwest Investment Advisors, Inc. was founded in 2001 by long time advisors Bart Schannep and Rob Wright to provide independent investment advisory services in Tucson, Arizona.
We are very distinct in that we work as a team. What this means, is that our clients never have to wait for an answer because someone is on the other line or out of the office.
Every Advisor and staff member can help any client and we invest our client's money the same way we invest our own money, based on Modern Portfolio Theory.
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.
Although our primary focus is Retirement and Wealth Building, we can also help with:
Long Term Care Insurance
Our mission is to assist you in reaching your financial goals. Together, we believe we can help you create a solid investment portfolio designed to manage your individual needs.
Summer is upon us and we hope you have fun plans! We had a great time at the Spring Picnic and were very happy with the turnout.