SERVICES
Our focus is to increase the value of our clients’ assets via investments in publicly traded companies, both domestic and abroad.
Swapnick is an investment management company focused primarily on 401(k) rollovers and IRAs.
Swapnick’s mission is to make professional investment management more easily available for groups that historically have not had access to expert guidance.
We view success not by counting how much in investments we manage, but by the number of customers we help achieve their goals.