SWAN RETIREMENT STRATEGIES

Overview

Swan Retirement Strategies is an independent registered investment adviser that serves individual, family and institutional clients with a focus on retirement-oriented planning and managed portfolios. The firm operates as a capital allocator and provides portfolio management, financial planning, selection of third-party advisers and educational seminars. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Swan’s investment approach favors pooled public funds — primarily mutual funds — as the principal vehicle for delivering core equity and fixed income exposure, while retaining the ability to deploy third-party managers where specialized strategies or alternative exposures are warranted. Swan does not self-identify as an active ESG investor and is not designated as a multi-state adviser. The firm’s structure and advisory activities emphasize customized retirement solutions and ongoing portfolio oversight, with discretionary authority over the majority of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices