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Investment Management

The challenges of today’s financial landscape and the near constant changes in tax laws can be daunting and overwhelming. At SouthWest Bank, our experienced Wealth Management and Trust Services professionals can help you navigate these challenges with comprehensive planning strategies and diligent account monitoring tailored to your unique circumstances and needs.

Our team of seasoned experts will ask the right questions…listen to your responses and develop an investment strategy to match your goals and objectives.

We’ll develop a well diversified investment strategy commensurate with those goals and objectives. After effectively communicating the strategy to each client, timely implementation of the mutually agreed upon strategy is then initiated.

While disciplined investment selection and allocation are certainly important to any portfolio, we believe diversification is the single most important factor in any portfolio’s long term performance. Diligent monitoring of the underlying investments is also critical to the long term success of any investment strategy. We incorporate both quantitative and qualitative performance measurements in the initial selection of investments and continue those methods throughout the life of a portfolio. Regular communication with each client to reaffirm that the portfolio’s investment strategy remains aligned with that client’s goals and objectives is also an essential element of our investment philosophy.

Clients depend on us to professionally manage their investment needs in the following areas:

  • Individual Investment Accounts
  • Personal Trusts, Testamentary Trusts, Charitable Trusts, Special Needs Trusts
  • Foundations & Endowments
  • Employee Benefit Plans

So, whether your goal is building a nest egg for retirement, passing on your wealth to the next generation, creating a charitable legacy or establishing a retirement plan for your company, our team has the tools, the experience and disciplined approach you need.

Certain investment products, including stocks, bonds, mutual funds and exchange traded funds (ETFs) are not FDIC insured. They are not an obligation or deposit of, nor guaranteed by, SouthWest Bank. These products may involve investment risk and may lose value.


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