Rob Swan

COO & Co-Portfolio Manager at Swan Global Investments - Durango, CO, US

Rob Swan's Colleagues at Swan Global Investments
Mark Mennel

Director, Family Office

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Gene Miller

Managing Director - Family Office

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Dolores Wheless

Director of Family Office Services

Contact Dolores Wheless

Jonathan Root

Regional Director - Midwest

Contact Jonathan Root

Justin Bates

Managing Director Of Operations

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Rob Swan's Contact Details
HQ
970-382-8901
Location
Company
Swan Global Investments
Rob Swan's Company Details
Swan Global Investments logo, Swan Global Investments contact details

Swan Global Investments

Durango, CO, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

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/

Asset Management Options Strategies Investment Management Financial Services Hedged Equity Portfolio Overlays Risk Management Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Swan Global Investments
Frequently Asked Questions about Rob Swan
Rob Swan currently works for Swan Global Investments.
Rob Swan's role at Swan Global Investments is COO & Co-Portfolio Manager.
Rob Swan's email address is ***@swanglobalinvestments.com. To view Rob Swan's full email address, please signup to ConnectPlex.
Rob Swan works in the Investment Management industry.
Rob Swan's colleagues at Swan Global Investments are Mark Mennel, Gene Miller, Dolores Wheless, Jonathan Root, Justin Bates, Mark Rosenthal, Julie Holton and others.
Rob Swan's phone number is 970-382-8901
See more information about Rob Swan