Helping you achieve your financial success.

Value statement

The Swatta Investment Group provides financial management services so that investors can ensure that their financial needs are being met, and their goals are being planned for. Our client profiles range from the creation of new families and wealth to retirement planning and implementation. We look for like minded investors that understand the benefits of long term investing. We are offering to create a custom plan that is personalized to your wants, needs, and risk tolerance. You will be able to rest assured that your financial future is in good hands with the Swatta Investment Group.

Investment philosophy

Following the Graham and Dodd style of investing in equities and fixed income, we focus on finding mispriced, undervalued, quality investments to help create long-term wealth with a margin of safety. Putting our clients' best interests first, we work together with them to reach their personal investment goals.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click on the  Contact Us box.

Latest Insights

Capitol building at sunset

Midterms and the market: Welcome back, gridlock

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

Read more

Bulletin Board