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.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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

Man filing taxes on laptop

Filing your taxes: Protect yourself from fraud during tax season

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

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