About Swan Global Management
Randy Swan began Swan in 1997 to provide investment management services that were not available to many investors. Early in his financial career, Randy saw that options were a way to address investment risk directly, and the solution that followed was the proprietary Swan Defined Risk Strategy. The DRS has provided historical risk-adjusted returns that outperformed its S&P 500 benchmark through a combination of techniques that seek to protect investments from large losses and to generate market-neutral income.
The Defined Risk Strategy is a potential answer to many of the most pressing challenges that investors and advisors struggle with:
- Seeking investment return in a low-yield world
- Minimizing volatility
- Timing and sequence of returns challenge
- Retirement income challenge
- Bear market protection
- Tax efficiency
Swan Global Management is headquartered in Puerto Rico with affiliated offices in Durango, Colorado and Tampa, Florida. We feel our locations away from traditional financial hubs better allow for independent thinking, giving us the ability to design and build investment approaches in modern, original ways.