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Alix Kusler, Southwest Investment Advisors
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Last updated: 10/30/2014
Alix Kusler, Assoc. Portfolio Mgr, Certified Wealth Specialist, Southwest Investment Advisors
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Professional Information
Southwest Investment Advisors
Assoc. Portfolio Mgr, Certified Wealth Specialist
7594 N La Cholla Blvd
85741  United States
 [ Map ]
520 468-7587 (Phone)
520 544-0499 (Fax)
Visit Website »
  Finance - Financial Planners, Finance - Financial Services
  You will always get personal advice, personal guidance, and personal attention.
The disciplined, systematic investment plan you get from us will be based on our in-depth conversations with you. No guesswork. No suppositions. No “one-size-fits-all. ” You’ll get an investment portfolio that is truly yours, attempting to help you reach your specific financial and investment goals. Although no investment plan can assure profits nor protect against losses in declining markets, we will strive to help you reduce volatility in your portfolio. We will strive to help you control risk through diversification. We will strive to help you maximize your returns through proper asset allocation. We will strive to create and manage a financial portfolio that reflects your risk tolerance.
And we will strive to always return your phone calls. Promptly.

One final thing.
Our goal is to assist you in reaching your financial goals. Together, we believe that we can help you create a solid investment portfolio designed with a goal to meet your individual needs.

Dave Ramsey Local Provider.

Listen to us on Sundays at 3pm on 104.1 FM, The Optimistic Investor.
Personal Information
Additional Information
  Advertising, Association Safety Program with SCF, Business Liability Insurance, Dental Insurance, Discounts, Discounts on Background Checks, Discounts on Credit Card Processing, Discounts on Employee Drug Testing, Discounts on Hotels, Discounts on Office Supplies, Discounts on Shipping, Discounts on Web Hosting, Education, Employee Benefits, Health Insurance, Life Insurance, Mentoring, Networking, Other, Property & Casualty Insurance, To support Arizona small businesses

Arizona Speaks: Business & Technology


Date: Friday, September 30
Time: 7:00 AM - 9:30 AM
Location: Arizona Biltmore, Phoenix




Date: Thursday, September 29
Time: 4:00 PM - 7:00 PM
Location: Westin La Paloma Resort & Spa, Tucson

Get $5k-$20 in Free Marketing: Make 2016 Your Year for Success!

In Business Magazine

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What’s trending for 2016? Small Business! This year, resolve to support our local economy by “Thinking Small” at least one time each week! Need help finding a small biz? Visit! #ThinkSmallBiz


Allowing you to concentrate on what’s really important.

Low and Johnson Inc.

We understand the insurance needs of locally-owned businesses because we’re one, too. As an ASBA member backed by CNA, we’re dedicated to helping small businesses like yours safeguard all you've worked so hard to build.



ASBA 101


Date: Held monthly
Time: Click to check times
Location: Phoenix or Tucson


ASBA Speed Networking


Date: Every 2nd Tuesday of the Month
Time: 3:30 PM - 5:00 PM
Location: Phoenix or Tucson

You're important to us and we want to help protect you

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and your family through the use of insurance products. As a valued association member, you have the opportunity to purchase an insurance policy with lower premiums and/or enhanced benefits not available to the general public. Click here to learn more.


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Health Insurance

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CopperPoint Insurance Companies

CopperPoint Mutual

CopperPoint Insurance is Arizona's premiere provider of workers compensation insurance. We've been providing coverage and advocating for Arizona businesses, small and large, throughout the state since 1925.


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