The Swan Investment Management Team: Redefining Investing

Why Swan?
Strategy

Fact Sheets & Performance

Investment Philosophy

Process

Investing Redefined®

What is Hedged Equity?

Defining 'Defined Risk'

Always Invested, Always Hedged

Hedge for Both Tails
Investment Solutions

Options-Based Hedged Equity Mutual Funds

The Defined Risk Suite of Funds seeks to address common investor concerns such as protecting capital and consistent returns over market cycles.

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Options-Based Hedged Equity ETFs

Our distinct, time-tested strategies are available in ETFs, providing investors with options to manage risk and options to generate income.

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Options-Based Enhanced Dividend Income ETF

Our distinct, active-active approach to sustainable income and capital appreciation is available in an ETF.

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Options-Based SMAs

Separately managed accounts offer qualified investors the ability to tailor options-based strategies to manage risk or generate income across a range of asset classes. Some investment minimums apply.

LEARN MORE
Resources
Research Articles

Addressing the Behavior in Finance

Fact Sheet & Performance

It’s All About Outcomes

Swan Videos

Swan Webcasts

Investor Knowledge Center

What is Hedged Equity?

Hedge for Both Tails (Risks)

Why Avoiding Big Losses Matters

Keep Calm and Hedge

Investor Brochure

Investing Redefined - Book
Insights Blog
About Swan

About Swan

Our Founder’s Message

Swan Team
Contact

Welcome to the Swan site for

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Why Swan?
Strategy

Fact Sheets & Performance

Investment Philosophy

Process

Investing Redefined®

What is Hedged Equity?

Defining 'Defined Risk'

Always Invested, Always Hedged

Hedge for Both Tails
Investment Solutions

Options-Based Hedged Equity Mutual Funds

The Defined Risk Suite of Funds seeks to address common investor concerns such as protecting capital and consistent returns over market cycles.

LEARN MORE

Options-Based Hedged Equity ETFs

Our distinct, time-tested strategies are available in ETFs, providing investors with options to manage risk and options to generate income.

LEARN MORE

Options-Based Enhanced Dividend Income ETF

Our distinct, active-active approach to sustainable income and capital appreciation is available in an ETF.

LEARN MORE

Options-Based SMAs

Separately managed accounts offer qualified investors the ability to tailor options-based strategies to manage risk or generate income across a range of asset classes. Some investment minimums apply.

LEARN MORE
Resources
Research Articles

Addressing the Behavior in Finance

Fact Sheet & Performance

It’s All About Outcomes

Swan Videos

Swan Webcasts

Investor Knowledge Center

What is Hedged Equity?

Hedge for Both Tails (Risks)

Why Avoiding Big Losses Matters

Keep Calm and Hedge

Investor Brochure

Investing Redefined - Book
Insights Blog
About Swan

About Swan

Our Founder’s Message

Swan Team
Contact

Swan Investment Management Team

The Swan Investment Management Team is dedicated to helping investors grow and protect wealth. Since 1997 we have been redefining long-term investing using the Defined Risk Strategy.

Randy Swan

Founder, President, and Lead Portfolio Manager

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Rob Swan

Portfolio Manager, Chief Operating Officer

9703001742 More Info

Chris Hausman

Senior Portfolio Manager, Managing Director- Risk

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Marc Odo

Client Portfolio Manager

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Distribution & National Accounts Contacts

Ryan Williams

Director- National Accounts

8135279795

Contact the Swan Team Members

Want more information? Feel free to contact us directly.

CONTACT SWAN TEAM