Swan Global Investments

Investment Bank/Securities Brokerage - Durango, CO, US

Swan Global Investments Senior Management
Patrick Stiefel

Managing Director, Trading

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David Lovell

Managing Director - Head of Marketing

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Paul Wharf

Managing Director - RIA

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Ethan Bates

Chief Financial Officer

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Rob Swan

COO & Co-Portfolio Manager

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Justin Bates

Managing Director Of Operations

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Angela Choquette

Managing Director - Philanthropy & Institutions

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Jamie Atkinson

Managing Director / Head of Global Sales

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Gene Miller

Managing Director - Family Office

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Swan Global Investments Details

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.Websiteswanglobalinvestments.comDisclosureswanglobalinvestments.com/disclosures/

Swan Global Investments logo, Swan Global Investments contact details
Employees: 50 - 99
HQ: 970-382-8901
Location: Durango, CO, US
Revenue: 10 - 20 Million
Asset Management Options Strategies Investment Management Financial Services Hedged Equity Portfolio Overlays Risk Management Investment Bank/Securities Brokerage Management Investment Open-ended
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