SWC creates customized investment portfolios. We have tremendous flexibility in the choice of products to construct a well-balanced portfolio targeting your investment needs. We use both active and passive strategies, depending on the needs and preferences of each individual client. We will never take custody of your account – your account will always be yours.
SWC will occasionally provide market updates which include relevant data from the options market. Over time, we will try to provide a base for increasing knowledge about this important part of the investment market.
SWC has created portfolio strategies using embedded options. During our analysis and planning phase with each client, we can discuss if any of these strategies are appropriate to help achieve the client goals.
SWC provides tools to assist you in the creation of a financial plan. With these tools you will be able to see how your current and future investments can help you to reach your retirement and other life goals.
Safe. Trusted. Secure.
Our goal is to make things simple.
Always know what's happening with your account.
Safe. Trusted. Secure.
Our goal is to make things simple.
Always know what's happening with your account.
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68 SE 6th Street, Unit 2604, Miami, FL 33131
