About Swan Global Investments

Formed in 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.

Our proprietary Defined Risk Strategy serves as the foundation to all of our investment solutions. The Defined Risk Strategy is a goals-based 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.

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