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  • Defined Risk Strategy

    Strategy

    Fact Sheets & Performance

    Process

    Investment Solutions

    Investing Redefined®
    • Define Risk, Improve Outcomes
    • Always Invested, Always Hedged
    • The Dual Dilemma
    • Seeking Consistent Outcomes
    • Addressing Behavioral Finance
  • Investment Solutions
    Build Global Hedged Equity Portfolios for Today & Tomorrow 

    The Defined Risk Approach to Global Investing

    Maintain global diversification while incorporating hedged equity allocations or tailored option overlays to meet a wide range of investment objectives and risk tolerances.
    VIEW FULL BROCHURE
    Suite of Solutions
    • HEGD - Hedged Equity ETF
    • Hedged Equity SMAs
    • Hedged Equity Funds
    • Structured Outcome Strategies (SOS Shield®)
    • Global Hedged Equity Models
    • Custom Portfolio Overlays
  • Resources

    Performance & Analysis

    Brochures & Collateral

    Research & White Papers

    Consistent Outcomes

    Popular Content
    • Advisor Resource Hub
    • Quarterly Updates
    • Swan Webinars
    • Swan Videos
    • Swan on Air
    • Investing Redefined - Book
  • Insights Blog
  • About Swan

    About Swan

    Portfolio Management Team

    Founder’s Message

    Disclosures

    Operations & Key Contacts

    • Gib Watson
    • Jamie Atkinson
    • Sean McCaffrey
  • Contact

Welcome to the Swan site for

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  • Defined Risk Strategy

    Strategy

    Fact Sheets & Performance

    Process

    Investment Solutions

    Investing Redefined®
    • Define Risk, Improve Outcomes
    • Always Invested, Always Hedged
    • The Dual Dilemma
    • Seeking Consistent Outcomes
    • Addressing Behavioral Finance
  • Investment Solutions
    Build Global Hedged Equity Portfolios for Today & Tomorrow 

    The Defined Risk Approach to Global Investing

    Maintain global diversification while incorporating hedged equity allocations or tailored option overlays to meet a wide range of investment objectives and risk tolerances.
    VIEW FULL BROCHURE
    Suite of Solutions
    • HEGD - Hedged Equity ETF
    • Hedged Equity SMAs
    • Hedged Equity Funds
    • Structured Outcome Strategies (SOS Shield®)
    • Global Hedged Equity Models
    • Custom Portfolio Overlays
  • Resources

    Performance & Analysis

    Brochures & Collateral

    Research & White Papers

    Consistent Outcomes

    Popular Content
    • Advisor Resource Hub
    • Quarterly Updates
    • Swan Webinars
    • Swan Videos
    • Swan on Air
    • Investing Redefined - Book
  • Insights Blog
  • About Swan

    About Swan

    Portfolio Management Team

    Founder’s Message

    Disclosures

    Operations & Key Contacts

    • Gib Watson
    • Jamie Atkinson
    • Sean McCaffrey
  • Contact
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Marc On The Markets Webinars

May 14, 2021
What are Options Telling Us About the Markets? | Marc On The Markets Learn how options can reveal valuable market insights and broaden your perspective for preparing clients for the uncertainty ahead.
May 14, 2021
How the Options Market Drives Traditional Markets | Marc On The Markets How the options market has changed over time and what themes are present in today's market that advisors need to have top of mind.
May 14, 2021
Lessons Learned from GameStop Tumult | Marc On The Markets An options-trading veteran will unpack the market impact and provide a unique insight into the role options played in turbo-charging the run-up in GameStop, AMC, and other names.
  • Defined Risk Strategy
    • Philosophy
    • Process
    • Fact Sheets & Performance
    • The Defined Risk Strategy
  • Investment Solutions
    • HEGD – Hedged Equity ETF
    • Hedged Equity Mutual Funds
    • Separately Managed Accounts (SMAs)
    • Custom Portfolio Overlays
    • Global Hedged Equity Portfolios
  • Resources
    • Webinar
    • Insights – Articles
    • Swan Videos
    • Research & White Papers
    • Consistent Outcomes
    • Brochures & Client Materials
    • Quarterly Updates
  • About Swan
    • Swan Team
    • Founder’s Message
    • Contact Swan
1099 Main Avenue | Suite 206 | Durango, CO 81301 | 970.382.8901 SWAN Global Investments is a SEC registered investment advisor providing asset management services utilizing the Swan Defined Risk Strategy, allowing our clients to grow wealth while protecting capital. Please note that registration of the Advisor does not imply a certain level of skill or training. Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Advisors, LLC. Prior performance is not a guarantee of future results and there can be no assurance, and investors should not assume, that future performance will be comparable to past performance.  Disclosure notice and privacy policy.

You are leaving the Swan Global Investments advisor website and being redirected to the Swan Hedged Equity ETFs site. Some of the materials are not suitable for all investors. Please note that the ETFs website is subject to rules and regulations that may differ significantly from the advisor website and may not be appropriate for use by residents in all jurisdictions. Your access to and use of the ETFs site will be subject to the applicable Terms of use posted on that site.

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