Assets Under Management
$2.4B
Number of Clients
1,969
Number of Advisors
19
Average Client AUM
$1.2M
AUM per Advisor
$126.7M
Compensation
Fee-Only (AUM)
Swan Global Investments provides discretionary investment management through its Defined Risk Strategy (DRS), an index-based strategy designed to protect investors from market declines, provide income, and benefit from market appreciation. The DRS uses S&P 500 correlated securities and options. Swan also offers the DRS in mutual funds and ETFs.
1099 Main Ave, Suite 206, Durango, CO, 81301