SWAN WEALTH MANAGEMENT

Based on our Defined Risk Strategy (DRS), Swan Defined Risk Funds are an absolute return type, risk-managed approach to asset allocation designed for growth investors... Swan Defined Risk Funds are a suite of distinct, hedged equity funds designed for capital appreciation while minimizing the downside risk of equity markets... Swan Global Investments is a SEC registered investment advisor providing asset management services utilizing the Swan Defined Risk Strategy, allowing our clients to seek long-term capital appreciation while seeking to mitigate market risk for capital preservation.

Also known as: Swan Capital Management, LLC, Swan Defined Risk Funds, Swan Global Investments, LLC, Swan Global Management, LLC, Swan Wealth Management, LLC

Primary location: Cincinnati United States