An innovative asset manager specializing in options strategies, helping investors to achieve their long-term goals since 1997.
Swan Global Investments is an asset manager that offers proven, goals-based investment solutions seeking to preserve irreplaceable capital and produce consistent returns over full market cycles.
Launched in 1997, our proprietary Defined Risk Strategy serves as the flagship of our line-up of options-based strategies that now includes mutual finds, ETFs, SMAs, and custom overlays.
The Defined Risk Strategy is a goals-based, hedged equity approach designed to directly address market risk. It seeks to help investors remain always invested for growth while remaining always hedged to mitigate losses, especially during bear markets.
For nearly 30 years, we have helped steward investors through a wide range of market events and crises.
Learn more about the company, our founder, and our portfolio managers