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Investment Advisor - Retirement Plan Services
005 Southwest Business Corporation
Austin, Texas, US
SWBC is a diversified financial services firm offering mortgages, payroll and HR services, and insurance and investment products to businesses, families and financial institutions across all 50 U.S. states.
005 Southwest Business Corporation, known as SWBC, is a diversified financial services company founded in 1976 and headquartered in San Antonio, Texas. It provides financial solutions to businesses, families and financial institutions across three main lines: mortgage services, payroll and HR services for businesses, and insurance and investment products offered in partnership with financial institutions. The company serves clients in all 50 U.S. states and around the world.
The firm was started by childhood friends Charlie Amato and Gary Dudley with $1,500 in initial capital and has been bootstrapped since. It now employs more than 2,200 people and has operated continuously for more than four decades.
SWBC states that it was founded on the principles of integrity, service, trust and commitment, with an emphasis on honesty, doing right by clients and building lasting relationships. Its approach is described as practical and client-focused, aimed at letting clients concentrate on what matters most to them rather than positioning itself as simply another financial services provider.