ABOUT

SW Financial is an independent brokerage and investment bank that offers an array of investment products and services to private clients, small businesses, institutions and corporations.

© 2019 by SW FINANCIAL

Investment services 

that suit your needs

INVESTMENT BANKING

Our investment banking products are tailored to various client needs. Developing a thorough understanding of our client’s specific goals and evaluating the market dynamics of various industry sectors, we strive to provide unbiased  finance solutions.

Our ability to analyze all aspects of our client companies and assess the feasibility of all corporate finance options, allows us to recommend a solution tailored specifically for our clients. Building strong relationships with major institutional, strategic and corporate investors are powerful resources used to implement our corporate finance plan.

SHORT TERM STOCK TRADING

Short term stock trading is very speculative but for those investors that like that strategy, our financial professional are here to help you develop a systematic approach to trading stocks based on your risk tolerance and market knowledge.

PORTFOLIO MANAGEMENT

Not all portfolios are created equal and market conditions can change in the blink of an eye. Managing investment portfolios is something that needs to be taken always seriously specially during tough times. Our financial professionals work with their clients making sure all parties are happy on how their investment portfolios are being managed. 

LONG TERM CAPITAL APPRECIATION

Building and managing long term capital appreciation investment strategies with the correct balance of company stocks or bonds is not an easy task. Our financial professionals are here to help you create a new strategy or evaluate your current one.

MUTUAL FUNDS

For Investors looking to diversify their portfolios in several sectors such as real estate, medical devices, technology, transportation, etc., investment strategies, national, international and multiple investment vehicles. Mutual Funds provides them with a very simple investment instrument with various fee structures for them to invest through. 

VARIABLE LIFE INSURANCE & ANNUITIES

Variable life insurance and annuities allow your investments to grow on a taxed deferred basis and excellent vehicles for estate planning. Our financial professional are here to help you develop the correct strategy for you and your family.