Invest For Your Future

Our mission is to assist you in reaching your financial goals. Together, we believe we can help you create a solid investment portfolio designed to meet your individual needs.

Schedule An Appointment

Who We Are

Southwest Investment Advisors, Inc. was founded in 2001 by long time wire house brokers Bart Schannep and Rob Wright to provide independent Investment Advisory Services in Tucson, Arizona. We are very unique in that we work as a team. What this means, is that our clients never have to wait for an answer because someone is on the other line or out of the office. Every Advisor and staff member can help any client and we invest our client's money the same way we invest our own money, based on Modern Portfolio Theory. Although our primary focus is Retirement and Wealth Building, we can also help with calculating Social Security Benefits, Long Term Care Insurance, Life Insurance and Educational Savings. Southwest Investment Advisors is a family oriented company. Not just our own families, we care about our clients and their families as well. We are proud to have helped hundreds of families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.

Learn More

What We Provide

With our team comes wisdom. Not just credentials, training, and continuing education but real market experience. With Bart having started in the industry in 1983 and Rob in 1994, our investor experience and market knowledge is a great benefit to our team and our clients. Although times change and events are always new, our experience has taught us that investor actions and reactions are not new and that emotional decisions are frequently poor decisions. We are an independent firm, not reliant upon some larger entity for direction and research. We do our own custom research and portfolio management in-house. We are not limited by brokerage platforms nor do we require account minimums. Life is busy and investing is complex, but investing is our business. As Registered Investment Advisors we are held to a higher fiduciary level than the average stock broker or insurance agent. We strive to help everyone as best we can, our clients' best interests at heart.

Learn More

Investment Lessons

Discover the foundation of what makes your money work for you. From quick ways of understanding different compounding interest rates to managing risk through diversification, we help you learn as much as you want about our process.

Learn More