Randy Swan

Randy Swan is the founder, CEO and Lead Portfolio Manager of Swan Global Investments and the creator of the proprietary Defined Risk Strategy (DRS).

As Lead Portfolio Manager of Swan and the DRS, Swan oversees and manages the strategy across numerous product portfolios and asset classes such as large cap stocks, emerging market stocks, foreign developed stocks, small cap stocks, long-term bonds, gold, and more. Across each product/portfolio, the DRS strategy seeks to define the risk, reduce volatility, limit large losses and match or exceed the long-term performance of the stock market over an entire investment cycle (peak to trough). This is all from the perspective of helping investors to achieve a more consistent and smoother longer-term investment experience.

Swan has been featured in publications by Barron’s, The Wall Street Journal, Forbes, Morningstar, Investors Business Daily, and more. He has also been a frequent speaker at industry conferences including the Options Industry Council’s Wealth Summit and the Alternative Investment Summit.  Additionally, he serves on the Advisory Leadership Council of the Options Industry Council (OIC), an initiative designed to support education within the financial advisor channel, specifically focused on advancing the awareness and use of options in building a superior portfolio.

Swan is a 1990 graduate of the University of Texas with a master’s degree in professional accounting.