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—The Biosimilar Revolution

GlobalInsight.jpgReplicas of the most exotic, expensive specialty drugs are about to hit the U.S. for the first time. The coming transformation in the health care sector will likely bring major opportunities and challenges for biotech and pharma companies for years to come. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:


Global Insight: 2015 Outlook

Outlook2015.jpgA sustained U.S. economic expansion should more than offset any European weakness. The year ahead should see reasonable gains for equities and the beginning of interest rate normalization.

Read the full economic outlook as well as pertinent Q&A on issues that could impact your portfolio in the RBC Wealth Management Portfolio Advisory Group’s special report, Global Insight: 2015 Outlook.


Taking the Next Step
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click on the Contact Us box.

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, MA, 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, MA, 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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