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MFWire: Swan Defined Risk Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Swan Global Investments
1099 Main Avenue
Unit 206
Durango, Colorado  81301
Google Maps

Contact
Main Phone: 970-382-8901
Web Site: http://www.swanwealthadvisors.com/

Mutual Fund Brand(s)
Swan Defined Risk Funds

Research Links


Background:
Randy Swan founded his eponymous firm in 1997. The ETF strategist launched its first mutual fund in 2012, and by 2019 it offered five open-end mutual funds.

Based in Durango, Colorado but with a significant Puerto Rico presence, Swan Global Investments offers a proprietary approach, its Defined Risk Strategy (DRS), which powers its mutual funds and models. They mix ETFs with options as a hedge, then sell those options for a profit during market swoons and reinvest.
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Key People:
Randy Swan
Founder, CEO, Swan Global Investments
Rob Swan
Chief Operating Officer, PM, Swan Global Investments
Jamie Atkinson
Managing Director, Head of Distribution, Swan Global Investments
Justin Starnes
Managing Director, National Accounts, Swan Global Investments
Chris Hausman
PM, Managing Director - Risk, Swan Global Investments
Sean McCaffrey
Managing Director, Swan Defined Risk Solutions, Swan Global Investments
Micah Wakefield
PM, Director of Research & Product Development, Swan Global Investments
Justin Bates
Managing Director, Operations, Swan Global Investments
Marc Odo
Client Portfolio Manager, Swan Global Investments
Brad Ackerman
Chief Compliance Officer, Swan Global Investments
Julie Holton
Director of National Sales and Administration, Swan Global Investments
Story Archive for Swan Global Investments
Published On Story Headline Publication
6/18/2019 Two Years In, a VC-Backed ETF Shop Retakes the Lead MFWire.com
1/30/2019 A CO Shop Spreads Its Wings With a 5th MF MFWire.com
1/30/2019 A $4.1B ETF Strategist Targets DC 401kWire.com
7/30/2012 Local Paper Reports on New Mutual Fund MFWire.com
7/2/2012 Swan Trumpets a New Fund MFWire.com
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