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Southwest Investment Advisors, Inc., was founded in 2001 by longtime advisors Bart Schannep and Rob Wright to provide independent investment advisory services in Tucson.
We are very distinct in that we work as a team. This means our clients never have to wait for an answer because someone is on the other line or out of the office.
Every advisor and staff member can help any client. We invest our clients' money the same way we invest our own money, based on Modern Portfolio Theory.
Southwest Investment Advisors is a family-oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.
Although our primary focus is retirement and wealth building, we can also help with Social Security, long-term care insurance, life insurance, educational savings, and Medicare supplements.