Swatta Investment Group - RBC Wealth Management - Annapolis, MD
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Swatta Investment Group - Annapolis, MD
Swatta Investment Group
Chris Swatta
Senior Vice President - Financial Advisor
Chip Swatta
Financial Advisor
Lauran Palmer
Senior Registered Client Associate
1906 Towne Centre Blvd.
Suite 375

Annapolis, MD 21401
Map & Directions

Phone: (410) 573-6726
Toll Free: (855) 268-0350

Helping You Achieve Your Financial Success.

Value Statement
The Swatta Investment Group provides financial management services so that investors can ensure that their financial needs are being met, and their goals are being planned for. Our client profiles range from the creation of new families and wealth to retirement planning and implementation. We look for like minded investors that understand the benefits of long term investing. We are offering to create a custom plan that is personalized to your wants, needs, and risk tolerance. You will be able to rest assured that your financial future is in good hands with the Swatta Investment Group.


 
Investment Philosophy
Following the Graham and Dodd style of investing in equities and fixed income, we focus on finding mispriced, undervalued, quality investments to help create long-term wealth with a margin of safety. Putting our clients' best interests first, we work together with them to reach their personal investment goals.

Financial Markets Commentary: Dollar Awakening

The return to higher, conventional interest rates should be the biggest game changer in years for bonds, stocks, and currencies. The greenback seems like it’s already embarking on a multi-year period of outperformance. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.


Time for a Frank Conversation About Interest Rates

With concern building over a potential rise in interest rates, we feel it’s important to have an informed discussion about the current market environment and the likelihood that interest rates will rise—eventually, not imminently. Our Senior U.S. Fixed Income Strategist Craig Bishop weighs in on when rates could begin to rise, what would cause them to do so, and how high they could go. Read more.


Let's Take the Next Step

We welcome you to experience the Swatta Investment Group difference yourself. Contact us today to set up a meeting.


Contact Us


Chris Swatta is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, MD, ME, MI, MT, NC, NJ, NY, OH, PA, RI, SC, SD, TX, VA, WA, WV

Chip Swatta is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, MD, ME, MI, MT, NC, NJ, NY, OH, PA, RI, SC, SD, TX, VA, WA, WV

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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