Automation Meets Personalization
Deliver the automation you need and the personalization you've promised with the world's first Automated Account Platform.
One-Click Fiduciary™ Technology
When accounts need attention — for Risk Number drift, model changes or putting new dollars to work — you can make the right thing happen or snooze them until it’s time.
Because you're in complete control, clients don't need to sign any co-advisor or sub-advisor agreements!
Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with over $4.34 billion in assets under management (as of May 31, 2017). Launched in 1997, the Defined Risk Strategy is a rules-based, hedged equity solution designed to provide more stable, consistent returns with reduced volatility than equities, similar to a balanced portfolio. This proprietary strategy is available in Mutual Funds, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, and a Retirement Plan/ Collective Investment Trust (CIT) offering. Swan’s expanding portfolio of innovative investment offerings is managed out of Durango, CO with affiliated offices in Tampa and Puerto Rico. For more information, please visit swanglobalinvestments.com or call 970-382-8901