Southwest Investment Advisors (SIA) serves a wide range of clients who share our commitment to long-term, goal-driven planning.
Individuals and Families
We understand planning for the future is about more than building a large account balance. It’s about living life the way you want and sharing memories with those who matter most to you. We take time to get to know you and your family so we can help you pursue your specific life and legacy goals.
As your guide in planning for your financial future, SIA builds long-term relationships with you and your family. By doing so, we are better able to create custom financial strategies to help you pursue your dreams.
We help owners invest and manage excess cash in a manner that complements their business plan.
401(k)s, SIMPLE IRAs, SEP IRAs & Other Employer-Sponsored Retirement Plans
We support plan sponsors in administering employer-sponsored retirement plans. Our services include:
- Access to a virtually unlimited universe of investment options using our open architecture approach to investing.
- Independent advice on plan options, with no outside incentives from fund companies.
- Active investment monitoring and fee transparency.
- Participant education and support.
- Annual plan reviews.
Non-Profits, Endowments & Foundations
We understand how important your organization’s mission is to you. That’s why we partner with your board and investment committee to help pursue your portfolio is structured in a manner that is consistent with your long-term vision and organizational objectives.
We also work with you to draft an Investment Policy Statement (IPS) that meets the specific needs of your organization. Using your IPS as a guide, we develop a portfolio that seeks to enhance returns, generate long-term growth and provide the necessary liquidity to support your funding needs.