Company Brochure

Download our client-approved company brochure for your client meetings.

At Swan Global Investments, we approach investing differently. 

Our proven, goals-based strategy seeks to avoid big losses so your clients can achieve their goals on time, preserve their irreplaceable wealth, and secure a retirement that lasts. 

Formed in 1997, Swan Global Investments is an asset manager that offers proven, goals-based investment solutions, based on our Defined Risk Strategy, seeking to preserve irreplaceable capital and produce consistent returns over full market cycles.

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.

Our company brochure details

  • Investing philosophy
  • Investing process
  • Track record

Download Our Company Brochure Here (Client Approved)