About Us

Welcome to SWC Capital

SWC Capital Management originated with my desire to create a better investment management firm in keeping with these complicated times. We are a fee-based advisory company that provides comprehensive investment solutions but allows clients to retain as much control of their investments as they would like. Many of our strategies are quant-driven, and we understand and analyze the data but act with a human touch. Transparency in products and fees is our mantra; security and growth of our clients’ investments are our objectives. And we harness the power of derivatives to help achieve clients’ goals. Most importantly, my vision is to build a firm that exists for others, where everything is built to help clients plan their futures and increase their financial independence.

At SWC we have a range of flexible portfolios to help meet your investment needs.

SWC Capital Management originated with my desire to create a better investment management firm in keeping with these complicated times. We are a fee-only advisory company that provides comprehensive investment solutions but also allows clients to retain as much control of their investments as they would like. Transparency in products and fees is our mantra; security and growth of our clients’ investments are our objectives. And we harness the power of derivatives to help achieve clients’ goals. Most importantly, my vision is to build a firm that exists for others, where everything is built to help clients plan their futures and increase their financial independence.

At SWC we have a range of flexible portfolios to help meet your investment needs.