Products and Services

You’ve heard it time and time again. The best time to invest in tomorrow is today. But with the demands and cost of living today, it may seem there’s not enough time or money left for investing. We can help. SWBC Investment Services is a full-service securities brokerage and investment firm. SWBC can help you achieve your goals, whatever your financial need may be, planning for education for your children, planning for financial independence at retirement, IRAs, a new home, or a trip around the world. Through SWBC and the A+ Financial Center you have access to a full array of investment and insurance products. To complement financial planning services, we offer individual investment services, including stocks, bonds, mutual funds, annuities, and insurance.

 

     
Investing in Your Future Reaching Your Financial Goals Protecting Your Assets
Stocks & Bonds Educational Workshops Financial Healthcheck
Mutual Funds Professional Money Management Estate Planning
Tax Deferred Annuities Roth IRAs Life Insurance
U.S.Government Securities Asset Allocation Strategies Long Term Care Insurance
Unit Investment Trusts Retirement Planning Disability Income
Municipal Trusts College Funding  
  IRA Rollovers  

  • Stocks - Shares of stock represent individual pieces of ownership in a corporation. Companies issue stock as their primary means of raising business capital; and investors who buy those shares are the owners of those companies. As an owner, you share in the profits and capital appreciation, as well as potential losses.
  • Bonds - Bonds are one of the America’s favorites ways to invest. A bond is a loan – an IOU – where the bond buyer lends money to the bond's issuer. The federal government, municipalities and corporations are the most common bond issuers. Bonds have a higher degree of risk than short-term money market investments; a factor investors must weigh against a bond’s higher potential returns. Investors typically buy bonds for five primary reasons: income; safety of principal; diversification; long-term growth; and potential tax advantages.
  • Mutual Funds - Mutual funds offer an alternative to individual securities investments. By pooling investor dollars, mutual funds are able to diversify their purchases, secure superior investment management and reduce transaction cost. There are mutual funds for every type of investor.
  • Equity Funds seek to generate long-term capital growth by investing in common stocks.
  • Income Funds rely on fixed income securities to generate high current income.
  • U.S. Government Bonds Funds seek to control risk by maximizing the yields available from U.S. Government bonds and agency securities.
  • Municipal Bond Funds seek to generate high current yield income that is generally free of federal,and in some cases, state and local. taxes.
  • Annuities - An annuity is a tax-deferred savings contract between an insurance company and an investor. A fixed annuity guarantees a specified level of interest over a certain period of time. A variable annuity allows an investor to share in market growth through investment in individual equity subaccounts.
  • Life Insurance - Life Insurance products are designed to meet the survivor’s needs as well as provide tax deferred growth. A variety of products are available, including traditional Whole Life, Term, Universal Life and Variable Universal Life. Individual requirements are determined by a needs analysis.

What’s best for you? No single product is right for everyone. Rely on the experience of your financial advisor when you consider your investment options. We’ll help you understand the potential advantages and possible trade-offs, and show you why investing now is the best way to prepare for tomorrow.