Swan Global Investments Email Formats

Investment Management • Durango, Colorado, United States • 21-50 Employees

Swan Global Investments Email Formats

Swan Global Investments uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@swanglobalinvestments.com), used 81.5% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@swanglobalinvestments.com	81.5%
{first name}.{last name}	john.doe@swanglobalinvestments.com	18.5%

Key Contacts at Swan Global Investments

Ryan Williams

Director- National Accounts

David Lovell

Managing Director - Head Of Marketing

Patrick Stiefel

Managing Director, Trading

Keaton Fate

Regional Director

Gene Miller

Managing Director - Family Office

Chris Caswell

Regional Director- Southeast

Dolores Wheless

Director Of Family Office Services

Christopher Hausman

Senior Portfolio Manager, Managing Director- Risk

Adam Pander

Associate Director Of Sales - South Central Territory

Seth Hiemstra

Regional Director - West And Great Lakes Regions

Company overview

Headquarters	1099 Main Ave, Durango, Colorado 81301, US
Phone number	+19703828901
Website	swanglobalinvestments.com
NAICS	5231
Keywords	Risk Management, Asset Management, Investment Management, Income Strategies, Hedging Strategies, Hedged Equity, Options Strategies, Option Overlays, Portfolio Overlays, Derivative Income
Founded	1997
Employees	21-50
Socials

About Swan Global Investments

Leaders in Options Strategies - Dedicated to Helping Investors Grow and Protect Wealth As an innovative asset manager specializing in options strategies, we’ve been helping investors navigate uncertainty to achieve their long-term goals since 1997. > Hedged Equity – Our distinct approach combines the return potential of equity markets with the risk mitigation power of options for hedging. > Enhanced Dividend Income – Our ‘active-active’ approach combines active stock selection with active options strategies to seek income and growth of capital. > Option Overlays – For more specific situations, our custom overlay solutions can be tailored to meet investor needs and objectives. MORE ABOUT SWAN: Investing Redefined® - Our flagship hedged equity investment approach, the Defined Risk Strategy, has been redefining investing since 1997. This time-tested strategy is distinctly “Always Invested and Always Hedged”, combining the benefits of passive equity investment with active risk management to directly address the biggest threat long-term investors face: market risk. Over time, we have added to our options-based investment line-up to include both passive and active hedged equity and derivative income strategies that are available across a range of investment structures, including ETFs, mutual funds, separately managed accounts, multi-asset models, and custom portfolio overlays. Swan Global Investments is an asset manager with about $2.4B under management (as of 1/31/25), headquartered in Durango, Colorado, with offices in Puerto Rico. Extensive research and thought leadership on a range of topics, including the use of options-based strategies, portfolio construction and optimization, portfolio overlay strategies, and more, as well as more about our company and our distinct, time-tested investment philosophy can be found on our website, swanglobalinvestments.com.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Swan Global Investments has 22 employees across 8 departments.

Departments

Number of employees

Funding Data

Swan Global Investments has never raised funding before.

Frequently asked questions

Swan Global Investments is located in Durango, Colorado, US.

You can reach Swan Global Investments at +19703828901.

Swan Global Investments was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

Swan Global Investments has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.