Swan Global Investments Email Format
Investment ManagementColorado, United States11-50 Employees
Swan Global Investments is an asset manager that concentrates on options-based strategies to grow and protect wealth. Its hedged equity approach blends equity exposure with option-driven risk management, anchored by its Defined Risk Strategy that aims to stay invested while hedging against market risk. The firm also offers Enhanced Dividend Income and custom option overlays, with solutions spanning ETFs, mutual funds, separately managed accounts, and multi-asset models. Headquartered in Durango, Colorado, with an office in Puerto Rico, the company has operated since 1997 as a mid-sized asset manager. In 2024, Swan launched the Swan Enhanced Dividend Income Strategy in partnership with O'Shares Investments to expand its income-focused offerings.