Swan Global Investments swanglobalinvestments.com


Swan Global Investments is an independent advisory firm with $1.9 billion in assets under management. It was formed in 1997 to offer a proprietary strategy designed to hedge against large stock market declines. The Defined Risk Strategy is an actively managed, hedged equity, rules-based process. It is available in mutual funds, separately managed accounts, and as an overlay to customize existing equity portfolios. Through a combination of techniques that seek to hedge the market and generate mar...Show all

Swan Global Investments is an independent advisory firm with $1.9 billion in assets under management. It was formed in 1997 to offer a proprietary strategy designed to hedge against large stock market declines. The Defined Risk Strategy is an activel...Show all

Company (Alive / Active)

Phone: 970-382-8901

Fax:

277 East Third Ave
Unit A
Durango, 81301
Colorado, United States

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Total Funding Date of Last Funding
Swan Global Investments $23M Mar 25, 2015

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Investors

Investor Investor Type Location Participating Rounds
FTV CapitalGrowth EquitySan Francisco, California, United StatesGrowth Equity
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