Personal Brokerage Services
- Individual stocks, bonds, or other investments
- Consolidated statement for easy tracking
- Over 30 years of SWBC investment experience
In today’s unpredictable economic climate, deciding where to invest your savings can be an overwhelming predicament. Generations Federal Credit Union understands this and works hand in hand with SWBC Investment Services, LLC, to make the investment process much less daunting so you can feel more comfortable about your financial situation, present and future. With an SWBC brokerage services account, you can rest assured knowing you will receive customized, unbiased guidance from a dedicated, highly trained SWBC financial advisor.
To begin making the most of our brokerage services account, your personal SWBC financial advisor can schedule an appointment to discuss your goals, execute your investments and create a plan that is designed to prepare you for life-changing events and assist you in reaching your financial goals.
With your brokerage services account, you can purchase a variety of different investments all in one single account. Give your portfolio the diversity it needs with the simplicity you want. As an investor, you will have access to several types of investments, including:
- Money Market Funds
- Mutual Funds
- Corporate Bonds
- Stocks (Equities)
- Treasury Bills
- Treasury Notes and Bonds
- Zero Coupon Bonds
- Federal Agency Notes and Bonds
- Taxable and Tax Exempt Municipal Bonds
- Tax Deferred Annuities
No matter how many of these securities you decide to invest in, you can enjoy the simplicity of a consolidated statement—all your investments on a single statement!
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.
Table of Contents:
Expert Articles/Papers:
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Fraud's Golden Opportunity
When the economy is suffering, illegal industries prosper. One of those industries is fraud. According to the FBI, senior citizens are a prime target for scammers. Avoid tarnishing those golden years by staying informed and practicing a healthy sense of skepticism toward any offer.
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The Real Game of Life
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Enhancing Small Business Lending
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Tighten Your Wallet and Your Waist
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Building for your future, now!
Frequently Asked Questions:
Q: What investment options are available to me as an investor?
A: SWBC offers Money Market Funds, Mutual Funds, Corporate Bonds, Stocks (Equities), Treasury Bills, Treasury Notes and Bonds, Zero Coupon Bonds, Federal Agency Notes and Bonds, Taxable and Tax Exempt Municipal Bonds and Taxable Annuities. In addition, Managed Accounts which offer a more customized approach and the services of a professional investment manager.
Q: How can I prepare for Life Changing Events?
A: SWBC offers customized planning solutions to assist you in preparing for a variety of needs.
Eligibility Disclaimer
To be eligible for these products and services, you must live, work, worship, volunteer or attend school in Bexar County, Texas. Family of current members are also eligible for membership.
