SWBC Investment Advisory Services
900 S. Capital of Texas Highway, Suite 155
Austin, TX 78746
We are advisors focusing exclusively on retirement plans. Our clients are retirement plan sponsors looking for effective solutions with respect to overall plan success, risk management, investment decisions and cost management. The standard for professional responsibility has been set by ERISA and our objective is to act as an advocate to ensure that all plan sponsors are meeting their obligations either through internal controls, an existing service provider or the engagement of a specialist like SWBC. Our services are attractive to employers who are committed to the best interests of their employees, while also protecting their company and those individuals responsible for managing this benefit from corporate and personal risk. Our passion lies in providing custom solutions to help our clients address the impact of a changing marketplace on plan participants, offering sound advice, instilling proactive due diligence practices and providing the expertise to successfully navigate retirement plan issues.
In everything we do, SWBC views our commitment to our clients through the lens of risk management. Professional responsibility, investments and cost management each present opportunities for our plan sponsors to ultimately improve upon the benefits provided to their employees and the overall success of their plans. Headquartered in San Antonio, Texas, SWBC has provided risk management and infrastructure solutions to companies nationwide for more than three decades. Chairman Charlie Amato and President Gary Dudley, co-owners, began SWBC in 1976 to provide insurance to financial institutions. The company has since diversified to include a wide range of insurance and financial services and has earned an outstanding reputation for managing risk on behalf of the largest financial institutions in the country.