FYI: Swan Global Investments has been managing ETF portfolios that combine equity exposure with an options overlay for 20 years. The Durango, Colorado-based firm’s approach is resonating with the advisor and retail crowd Swan serves.
In the past three years alone, the firm has seen its total assets under management more than double to $4.5 billion. Marc Odo, director of investment solutions at the firm, gives us the rundown.
Regards,
Ted
http://www.etf.com/sections/features-and-news/how-etfs-mitigate-market-risk?nopaging=1
