The SWBC Investment division has been in business since 1991. It provides comprehensive, holistic financial planning services to individuals, companies, and institutions. We are part of SWBC and can offer clients financial services and protection such as insurance, mortgages, tax, benefits, and employee benefits. Our clients get holistic solutions that go beyond just a financial plan or investment strategy. Without a plan, it's hard to move toward your goals. Your financial goals should be no exception. It can be difficult to create a financial plan and choose the right investments that will help you reach your goals. SWBC Investment Services offers comprehensive, holistic financial planning for individuals, financial institutions, and businesses. We offer tailored financial solutions beyond just a financial strategy. We offer Wealth Management, Executive Benefits and Capital Markets Fixed Income Trading, Municipal Underwriting, Investment Portfolio Management as well as Retail Investment Services Programs to Financial Institutions.