Supporting advisors with innovative options-based solutions to enhance client portfolios and grow their businesses.
** Swan does not engage in or participate in social media investment groups and does not provide individual stock recommendations. **
Swan Global Investments is an asset management firm founded with an entrepreneurial spirit and dedicated to offering advisors differentiated options-based solutions.
Our options-based strategies are guided by our time-tested approach.
Access our options-based strategies in ETFs, mutual funds, SMAs & more.
See how our various options-based strategies have performed over time.
Meet our team—leaders in hedging and options strategies.
Our Approach to Hedged Equity:
Markets tend to go up over time,
so we’re ALWAYS INVESTED.
Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.
Always Invested, Always Hedged
A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.
Our ‘Active-Active’ Approach to
Enhanced Dividend Income
ACTIVE STOCK SELECTION:
Quality growth and dividend screening
ACTIVE OPTIONS APPROACH:
Selectively writing calls on individual names
- Insights & More -
Randy Swan discusses how the Defined Risk Strategy is designed to help investors generate consistent returns while preserving irreplaceable capital through market cycles.
