Leaders in Options Strategies - Dedicated to Helping Investors Grow and Protect Wealth
As an innovative asset manager specializing in options strategies, we’ve been helping investors navigate uncertainty to achieve their long-term goals since 1997.
> Hedged Equity – Our distinct approach combines the return potential of equity markets with the risk mitigation power of options for hedging.
> Enhanced Dividend Income – Our ‘active-active’ approach combines active stock selection with active options strategies to seek income and growth of capital.
> Option Overlays – For more specific situations, our custom overlay solutions can be tailored to meet investor needs and objectives.
MORE ABOUT SWAN:
Investing Redefined® - Our flagship hedged equity investment approach, the Defined Risk Strategy, has been redefining investing since 1997. This time-tested strategy is distinctly “Always Invested and Always Hedged”, combining the benefits of passive equity investment with active risk management to directly address the biggest threat long-term investors face: market risk.
Over time, we have added to our options-based investment line-up to include both passive and active hedged equity and derivative income strategies that are available across a range of investment structures, including ETFs, mutual funds, separately managed accounts, multi-asset models, and custom portfolio overlays.
Swan Global Investments is an asset manager with about $2.4B under management (as of 1/31/25), headquartered in Durango, Colorado, with offices in Puerto Rico.
Extensive research and thought leadership on a range of topics, including the use of options-based strategies, portfolio construction and optimization, portfolio overlay strategies, and more, as well as more about our company and our distinct, time-tested investment philosophy can be found on our website, swanglobalinvestments.com.
Company Details
- Employees
- 37
- Founded
- -
- Address
- 1099 Main Ave, Durango,colorado 81301,united States
- Phone
- (866) 617-7926
- sa****@****nts.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- swanglobalinvestments.com
- Keywords
- Asset Management, Options Strategies, Investment Management, Hedged Equity, Portfolio Overlays, Risk Management, Derivative Income, Option Overlays, Income Strategies, Hedging Strategies.
- HQ
- Durango, Colorado
Swan Global Investments Questions
Swan Global Investments's helpline number is (866) 617-7926
Swan Global Investments's website is swanglobalinvestments.com
Swan Global Investments's LinkedIn profile is https://www.linkedin.com/company/swan-global
Swan Global Investments has
37 employees.
View email and phone details for 37
employees at Swan Global Investments.
Swan Global Investments's industry is
Investment Management
Swan Global Investments's top competitors are
Swan Invest,
Investment Masterminds,
O'shares Investments,
Highgate Capital Investments Lp,
Swan Investment,
Swan Global Trading,
Swan Global,
Lunt Capital Management, Inc.,
Edl Capital,
Metaurus Advisors Llc.
Swan Global Investments's support email address is sales@swanglobalinvestments.com
Swan Global Investments's categories are Investment Management
Swan Global Investments's founding year is 1997
