About Swan Global Investments:Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with $2.7 billion in assets under management (as of Jan 31, 2022).Launched in 1997, the Defined Risk Strategy is an absolute-return, market-neutral investment strategy designed to generate consistent returns and reduce volatility across full market cycles (both bull and bear markets).This proprietary strategy is available in Mutual… Show more About Swan Global Investments:Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with $2.7 billion in assets under management (as of Jan 31, 2022).Launched in 1997, the Defined Risk Strategy is an absolute-return, market-neutral investment strategy designed to generate consistent returns and reduce volatility across full market cycles (both bull and bear markets).This proprietary strategy is available in Mutual Funds, ETFs, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, and private funds. Swan’s expanding portfolio of innovative investment offerings is managed out of Durango, CO with affiliated offices in Tampa and Puerto Rico.Swan is innovating to bring the professional advice marketplace the next generation of strategic risk management. Swan is focused on helping institutions, advisors, and investors to acquire, grow, and retain assets through the use of effective hedging strategies. Swan provides their investors and clients with alternative investments that are designed to protect and grow their wealth by seeking to deliver industry leading absolute and risk-adjusted returns over a full market cycle. Show less

Portfolio Manager for SMAs, LP, 5 mutual funds, and 15 ETFs