Investing Redefined® - Since 1997, our distinct hedged equity investment approach has been redefining investing by combining passive equity investment with active risk management to directly address the biggest threat long-term investors face: market risk. Market risk is too big a threat to investors to be dealt with passively. So we hedge it. Swan Global Investments is a leader in hedged equity and options-based strategies, providing goals-based investment solutions built on a time-tested “Always Invested, Always Hedged” philosophy that seeks capital appreciation while mitigating market risk. Our simple, yet innovative Defined Risk Strategy is a time-tested, hedged equity approach that seeks consistent long-term returns by combining the benefits of passive investing with active risk management to mitigate risks to irreplaceable capital. Over time, we have added to our investment product offerings, to include both passive and active hedged equity strategies, that are available across a range of asset classes and investment structures, including ETFs, mutual funds, separately managed accounts, multi-asset models, and custom portfolio overlays. Swan Global Investments is an asset manager with $2.7B under management (as of 1/31/22), 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. Website swanglobalinvestments.com Disclosure swanglobalinvestments.com/disclosures/
View Top Employees from Swan Global InvestmentsWebsite | https://www.swanglobalinvestments.com |
Revenue | $22 million |
Funding | $23 million |
Employees | 52 (52 on RocketReach) |
Founded | 1997 |
Address | 1099 Main Ave, Durango, Colorado 81301, US |
Phone | (970) 382-8901 |
Technologies |
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Industry | Asset Management, Investment Management, Finance General, Financial Services, Finance, Other Financial Services, Options Strategies, Risk Management |
Web Rank | 4 Million |
Keywords | Qaib, Low Volatility Investing Cfp Formula, Randy Swan Swan Global, Cboe Option Strategies Booklet, Swan Global Investments |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Swan Global Investments employee's phone or email?
The Swan Global Investments annual revenue was $22 million in 2024.
52 people are employed at Swan Global Investments.
Swan Global Investments is based in Durango, Colorado.
The NAICS codes for Swan Global Investments are [523, 52393, 52, 5239].
The SIC codes for Swan Global Investments are [628, 62].