SWBC We don’t just provide financial services, we empower you to focus on the things that matter most to your business. Forward. Together.

Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. W

e are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations. What separates us from the rest:
• We’re dedicated to security.
• We consistently invest in technology.
• We invest in our team members.
• We have a strong marketing team.
• We’re a relationship-based company. Follow us, and let’s move Forward.

SWBC Chief Investment Officer, Chris Brigati, was recently quoted in Bloomberg's coverage of Apple's new CEO, John Ternu...
09/02/2026

SWBC Chief Investment Officer, Chris Brigati, was recently quoted in Bloomberg's coverage of Apple's new CEO, John Ternus.

Chris shared insights into Tim Cook's legacy and the importance of being one of the world's most innovative and influential companies.

"Steve Jobs left huge shoes to fill, but Cook is also leaving big shoes, albeit of a different type, given his very different approach to expanding the company's growth engines."
— Chris Brigati, CIO, SWBC

To read more, check out Bloomberg's article on the transition of Apple's leadership (gated):

Apple Inc.’s Tim Cook handed over the reins to John Ternus on Tuesday, capping a tenure as chief executive officer that cemented the company as an iconic global brand and turned its stock into one of the most reliable bets.

As fall settles in and the air starts to shift, property tax protest results begin to drift in. September through Decemb...
09/02/2026

As fall settles in and the air starts to shift, property tax protest results begin to drift in. September through December is when decisions are released, and this season often brings the clarity property owners have been waiting for. Most outcomes are shared across this stretch as the year winds down.

Most people never expect to face a kidnapping or extortion situation, but preparation can make all the difference when t...
09/01/2026

Most people never expect to face a kidnapping or extortion situation, but preparation can make all the difference when the unexpected occurs.
Our latest PersonalHub article explores how Kidnap and Ransom Insurance can provide specialized support, guidance, and financial protection during a covered crisis.
Read the blog and learn more about coverage options available through SWBC Insurance Services.
https://swb.us/4d38L7G

Choosing the right employee health benefits funding strategy is one of the most consequential decisions an employer can ...
09/01/2026

Choosing the right employee health benefits funding strategy is one of the most consequential decisions an employer can make.
Fully insured plans offer predictable costs and simple administration—ideal for organizations that value stability. Self-funded plans provide greater flexibility, claims visibility, and potential savings—but come with higher financial risk.
So, which is right for your organization? Andrew Grove breaks down the key differences, trade-offs, and considerations in SWBC's latest blog: https://swb.us/4cbZF8t

08/31/2026

What did markets take away from Chair Kevin Warsh's Jackson Hole speech?

In this week's market commentary, Chris Brigati breaks down the Federal Reserve's renewed focus on its 2% inflation target, the market's reaction to a more hawkish tone, and what rising Treasury yields may mean going forward. He also explores emerging opportunities in the municipal bond market as valuations become increasingly attractive.

Read the full commentary: https://blog.swbc.com/investmenthub/market-commentary-week-of-august-31-2026

Every workplace has a Jamie Tartt.Maybe not a professional footballer with a reality-show-sized ego, but someone who's d...
08/31/2026

Every workplace has a Jamie Tartt.
Maybe not a professional footballer with a reality-show-sized ego, but someone who's difficult to connect with, resistant to feedback, or struggling to work well with others.
When conflicts arise, it's easy to focus on the behavior. The harder, and often more effective, approach is understanding what's behind it.
Stress. Insecurity. Pressure. Personal challenges.
The strongest leaders know that every employee has a story, and taking the time to understand it can make all the difference.
Read more leadership lessons from Ted Lasso: https://swb.us/4xjar56

Building wealth for the next generation may be easier when you start early.New Trump Accounts are sparking conversations...
08/28/2026

Building wealth for the next generation may be easier when you start early.

New Trump Accounts are sparking conversations among parents, grandparents, and families seeking ways to support long-term financial goals. Learn how these accounts work, who may benefit, and how they could fit into a broader planning strategy.

🔗https://swb.us/4hI7AOo

Did you know your shower should be on the “do not use” list during a thunderstorm?Lightning can travel through plumbing,...
08/27/2026

Did you know your shower should be on the “do not use” list during a thunderstorm?

Lightning can travel through plumbing, so even everyday routines can carry unexpected risks when storms roll in. The same goes for windows, plugged-in devices, and yes, even the dishes.

Homeownership is not just about clear skies. Learn how to prepare for severe thunderstorms and protect your home, rain or shine: https://swb.us/46gJNhs

SWBC Payroll + HR enjoyed spending the day at the East Wilco Business Expo & Job Fair, connecting with local business ow...
08/27/2026

SWBC Payroll + HR enjoyed spending the day at the East Wilco Business Expo & Job Fair, connecting with local business owners and job seekers from across the Taylor community. Thank you to the Greater Taylor Chamber of Commerce for hosting a great event and creating opportunities to build meaningful connections. We appreciate everyone who stopped by to visit with our team!

The longer an account ages, the harder recovery can become.SWBC FirstPass helps financial institutions move skip claim a...
08/27/2026

The longer an account ages, the harder recovery can become.

SWBC FirstPass helps financial institutions move skip claim activity earlier in the delinquency cycle, creating more opportunity to locate collateral, reduce operational strain, and protect portfolio performance.

See how a proactive asset recovery strategy can help improve outcomes. Read more: https://swb.us/4geD509

Address

9311 San Pedro
San Antonio, TX
78216

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12105251241

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