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Buy, Hold, and Hedge

We believe markets tend to go up over time, so we’re ALWAYS INVESTED.

We also believe severe losses can derail investors’ goals, so we’re ALWAYS HEDGED.

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Swan Global Investments in the News

IBD logo

Use ETFs To Stay Invest­ed With­out Fear­ing The Bear’

Arti­cle post­ed Sept. 19, 2017

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Forbes.com -

Forbes.com -

Buy Low, Sell High with This Strat­e­gy’

Inter­view by Wal­lace Forbes, CFA,  Feb­ru­ary 23, 2017

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FA Magazine article

Finan­cial Advi­sor Mag­a­zine — ‘Keep­ing the Bear at Bay’

by Mar­la Brill,  August 5, 2016

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Swan Global Investments -

Barron’s -

‘An All-Weath­er Mutu­al Fund’

by Sarah Von Max, April 23, 2016

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Real Thought Leadership

Active vs. Passive Blog | Swan Global Investments

New White Paper — Active vs. Pas­sive

Los­ing the For­est for the Trees

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

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The Retirement Conundrum - Untying the Gordon Knot - white paper - Swan Global Investments

White Paper —        The Retire­ment Conun­drum 

Unty­ing the Gor­dian Knot

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

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Hope for the Best, Prepare for the Worst - white paper - Swan Global Investments

White Paper  –   Hope for the Best, Pre­pare for the Worst

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

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Insights into the DRS from the Port­fo­lio Man­agers

Randy Swan — CEO, Founder, Port­fo­lio Man­ag­er

Rob Swan — COO, Co-Port­fo­lio Man­ag­er

WATCH VIDEO

A Message from Founder, Randy Swan

Randy Swan discusses how the Defined Risk Strategy is designed to address the investment challenges of today and tomorrow.

Meet Swan Global Investments

Learn more about the Swan team and the
unique design of the Defined Risk Strat­e­gy.

MORE ABOUT SWAN