More About Swan Global Investments

Learn about Swan Glob­al Invest­ments, our orga­ni­za­tion, invest­ment phi­los­o­phy and inno­v­a­tive Defined Risk approach to invest­ment man­age­ment.

An Innovative Approach to Grow Wealth by Addressing Risk

Randy Swan start­ed Swan Glob­al Invest­ments in 1997 as a way to sup­ply invest­ment man­age­ment ser­vices that weren’t avail­able to most investors. Ear­ly in his finan­cial career, Randy saw that options pro­vid­ed a way to min­i­mize invest­ment risk.
His inno­v­a­tive solu­tion was the pro­pri­etary Swan Defined Risk Strat­e­gy, which has pro­vid­ed mar­ket lead­ing risk-adjust­ed returns through a com­bi­na­tion of tech­niques that seek to hedge the mar­ket and gen­er­ate mar­ket-neu­tral income.

 

Less Bureaucracy, More Access

Swan Glob­al Invest­ments is head­quar­tered in Duran­go, Col­orado with addi­tion­al offices in Tam­pa, Flori­da and Puer­to Rico. We believe in acces­si­bil­i­ty and trans­paren­cy and our advi­sor clients can speak direct­ly to the Swan invest­ment man­agers imple­ment­ing the Defined Risk Strat­e­gy. We avoid mul­ti­ple lay­ers of man­age­ment to provide supe­ri­or cus­tomer ser­vice. In addi­tion, our Duran­go head­quar­ters removes us from the herd men­tal­i­ty and tra­di­tion­al invest­ment approach­es that per­vade big­ger firms in major met­ro­pol­i­tan areas.

The Swan Defined Risk Strategy - Celebrating 20 years
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