Swan Global Investments

- Swan Global Investments is a privately held investment firm headquartered in Durango, Colorado. The company employs 41 individuals and manages $2.7 billion in assets. Swan Global Investments specializes in providing hedged equity and options-based investment solutions. Their primary focus is on mitigating market risk for investors through a "Always Invested, Always Hedged" philosophy. They offer a range of investment products, including ETFs, mutual funds, separately managed accounts, multi-asset models, and custom portfolio overlays. These products cater to a variety of investor needs and risk tolerances. What sets Swan Global Investments apart is their Defined Risk Strategy. This time-tested approach combines the benefits of passive investing with active risk management to seek consistent long-term returns while protecting capital from market volatility. They are known for their extensive research and thought leadership on topics such as options-based strategies, portfolio construction, and portfolio overlay strategies. For more information about Swan Global Investments, their investment philosophy, or their range of products and services, please visit their website at swanglobalinvestments.com.