Swan Global Investments offers investment management services using its Defined Risk Strategy (DRS). The DRS is an index-based strategy designed to protect investors from market declines, provide income, and benefit from market appreciation. Swan primarily manages investments on a discretionary basis, investing in S&P 500 correlated securities through exchange traded funds and options. Swan focuses on asset management and generally does not provide financial advisory or financial planning services to clients.
Assets Under Management$2.4B
Clients1,969
Advisors19
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.50% to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...