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  • Why Swan?

    A Pedigree of Options Expertise

    Our Flagship: An Innovation in Hedged Equity

    Suite of Options Strategies

    Investing Redefined®

    • What is Hedged Equity?
    • Defining 'Defined Risk'
    • ALWAYS INVESTED and ALWAYS HEDGED
    • Hedge for Both Tails
  • Investment Solutions
    Enhance Portfolio Diversification with Options-Based Strategies

    Options for Risk Mitigation. Options for Generating Income.

    Maintain global diversification while incorporating allocations to options-based strategies or fully-tailored option overlays to meet a wide range of investment objectives and risk tolerances.
    Suite of Solutions
    • SCLZ - Enhanced Dividend Income ETF
    • HEGD - Hedged Equity ETF
    • Hedged Equity Funds
    • Options-Based Strategies (SMAs)
    • Custom Portfolio Overlays
  • Resources

    Research Articles

    Fact Sheet & Performance

    Swan Webcasts

    Addressing the Behavior in Finance

    Smoothing the Ride

    Swan Videos

    Investor Knowledge Center

    • What is Hedged Equity?
    • Hedge for Both Tails (Risks)
    • Why Avoiding Big Losses Matters
    • Keep Calm and Hedge
    • Investing Redefined - Book
  • Insights Blog
  • About Swan

    About Swan

    Our Founder’s Message

    Swan Team

  • Contact

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  • Why Swan?

    A Pedigree of Options Expertise

    Our Flagship: An Innovation in Hedged Equity

    Suite of Options Strategies

    Investing Redefined®

    • What is Hedged Equity?
    • Defining 'Defined Risk'
    • ALWAYS INVESTED and ALWAYS HEDGED
    • Hedge for Both Tails
  • Investment Solutions
    Enhance Portfolio Diversification with Options-Based Strategies

    Options for Risk Mitigation. Options for Generating Income.

    Maintain global diversification while incorporating allocations to options-based strategies or fully-tailored option overlays to meet a wide range of investment objectives and risk tolerances.
    Suite of Solutions
    • SCLZ - Enhanced Dividend Income ETF
    • HEGD - Hedged Equity ETF
    • Hedged Equity Funds
    • Options-Based Strategies (SMAs)
    • Custom Portfolio Overlays
  • Resources

    Research Articles

    Fact Sheet & Performance

    Swan Webcasts

    Addressing the Behavior in Finance

    Smoothing the Ride

    Swan Videos

    Investor Knowledge Center

    • What is Hedged Equity?
    • Hedge for Both Tails (Risks)
    • Why Avoiding Big Losses Matters
    • Keep Calm and Hedge
    • Investing Redefined - Book
  • Insights Blog
  • About Swan

    About Swan

    Our Founder’s Message

    Swan Team

  • Contact

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Quarterly Round-Up Webinars

Quarterly Update 2024 Q1 Q4 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
Quarterly Update 2023 Q4 Q4 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
Quarterly Update 2023 Q3 Q3 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
Quarterly Update 2023 Q2 Q1 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
  • Defined Risk Strategy
    • Philosophy
    • Process
    • Solutions
    • Options Strategies Performance
  • Investment Solutions
    • ETFs
    • Mutual Funds
    • Options Strategies – Separately Managed Accounts (SMAs)
    • Option Overlay Strategies
  • Resources
    • Research Articles
    • Swan Videos
    • What is Hedged Equity
  • Swan Insights
  • About Swan
    • Swan Team
    • Founder’s Message
  • Contact

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.

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