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. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.