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 Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in 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

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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