The Best Offense is a Good Defense

At Swan Global Investments, we are “actively seeking to not lose big”. – Randy Swan 

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Swan in the News

Financial Advisor Magazine – ‘Keeping the Bear at Bay’

by Marla Brill,  August 5, 2016

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Randy and Rob Swan - Barrons articel 4.23.16 - photo by Angel Valentin

Barron’s – ‘All-Weather Mutual Fund’

by Sarah Von Max, April 23, 2016

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Advisor Perspectives – ‘A Strategy that has Successfully Hedged Equity Exposure’

by Robert Huebscher, March 15, 2016

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Daily Alts – (podcast)

‘Risk Managed Investing with Randy Swan’

Interview by Charley Wright,  June 13, 2016

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Real Thought Leadership

New White Paper – Math Matters

Rethinking the Math Behind Investment Returns

by Micah Wakefield, CAIA®

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Solving the Retirement Conundrum: Untying the Gordian Knot - White Paper from Swan Global Research

White Paper –        The Retirement Conundrum 

Untying the Gordian Knot

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

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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

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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