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SWAN

Global Investments

Investing Redefined® – Since 1997, our distinct hedged equity investment approach has been redefining investing by combining passive equity investment with active risk management to directly address the biggest threat long-term investors face: market risk. Market risk is too big a threat to investors to be dealt with passively. So we hedge it. Swan Global Investments is a leader in hedged equity and options-based strategies, providing goals-based investment solutions built on a time-tested “Always Invested, Always Hedged” philosophy that seeks capital appreciation while mitigating market risk. Our simple, yet innovative Defined Risk Strategy is a time-tested, hedged equity approach that seeks consistent long-term returns by combining the benefits of passive investing with active risk management to mitigate risks to irreplaceable capital.

Ryan Williams

Associate Director-
National Accounts

Phone: (904) 894-8686
Email: [email protected]