Investment Services

In business since 1991, the SWBC Investment Division provides comprehensive and holistic financial planning to individuals, businesses, and financial institutions. As part of the SWBC family, we’re able to offer our clients complementary financial products, services, and protection, such as mortgages, insurance, employee benefits, PEO services, and tax services. As a result, our clients receive comprehensive solutions and holistic planning that go well beyond a simple investment strategy or financial plan.

Our clients’ trust in us shows—we manage over $1.2 billion for our clients.

OurExpertise

Retail Investment Programs

Retail investment programs allow financial institutions to provide their members with access to investment products and customized guidance covering asset management, estate planning, investments, wealth accumulation, and distribution strategies.

Executive Benefit Solutions

Our executive benefits team designs and implements programs to help credit unions and businesses hire, compensate, retain, and reward executives; provides comprehensive business solutions; and designs executive compensation programs for businesses.

Portfolio Management

The portfolio management team builds customized strategies and employs active portfolio management—such as all cap equity strategies, benefits pre-funding for financial institutions, and a tax-free municipal bond strategy—for use by our wealth advisors and financial institution advisors.

Wealth Management

Our wealth management advisors work with individuals and businesses to optimize retirement planning, estate planning, investments, and wealth accumulation and distribution strategies.

Capital Markets

Our fixed income capital markets team carries approximately 50 million in fixed income inventory ranging from brokered CD's, municipal bonds, taxable bonds and other related income products.

What We Offer

Accolades

Largest San Antonio Stock Brokerage Firms (#6, ranked by assets under management locally)
San Antonio Business Journal

Largest Financial Planning Firms (#9)
San Antonio Business Journal

Largest San Antonio Money Management Firms (#8, ranked by number of local managed accounts)
San Antonio Business Journal

Largest San Antonio Money Management Firms (#9, ranked by total number of local assets under management)
San Antonio Business Journal

Partnerships

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