Portfolio Management Services | SWBC

Portfolio Management Solutions

Just as you are different from every other individual, you want your investment portfolio to reflect you as an individual—your financial situation, goals, plans, and risk tolerance. Looking at your entire financial picture, your wealth advisor should make prudent investment recommendations that align with your unique situation.

By utilizing active portfolio managers as part of your customized investment plan, your wealth advisor will provide ongoing updates with personalized service.

Our Portfolio Managers Provide You WithInvestment Guidance and Services

Knowledgeable Professionals

Analyzing risk versus return and selecting fitting investments requires a level of knowledge most investors don’t possess, but SWBC portfolio managers have the credentials.


You'll receive ongoing updates and status reports on the health of your investment portfolio.


Your wealth advisor will track your portfolio's returns and rebalance your portfolio to keep it aligned with your goals.


Based on your risk profile, needs, and goals, your wealth advisor will design a customized investment portfolio mix focused on your unique situation. Using SWBC's active portfolio managers, your investment portfolio will benefit from constant monitoring and adjustments that reduce volatility and seek to improve return.

Invest inPortfolios Tailored to Your Goals and Risk Tolerance

Customized Investment Selections

Based on your goals and risk tolerance, your SWBC wealth advisor can select from a variety of SWBC's actively managed strategies made up of institutional class mutual funds, exchange-traded funds (ETFs), U.S. equities, and American depositary receipts (ADRs).

Active Management and Oversight

Once your wealth advisor selects the appropriate active strategies for your portfolio, the portfolio managers will monitor progress, and make adjustments to correct for changes in risk, diversification, and performance.

Investing is a complex business. When you want expert help creating the perfect investment mix to meet your individual needs and goals, choose SWBC. Your wealth advisor will research and recommend assets, create a customized and diversified investment mix, and rebalance your holdings regularly to ensure your investment plan stays on target. Start working with a wealth advisor today!



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