Download this 8-page guide was created for you to better understand how taxes could affect your retirement income.
Your Dreams Matter
At SWAN Capital, we don’t OUTSOURCE the money management to a 3rd party money manager.
Your money is not managed by some newly minted finance grad with a hipster hairdo riding a subway in New York City just to take a seat in their Ivory tower to manage your retirement nest egg.
No, here at SWAN Capital, we eat our OWN COOKING. What I mean is our employee’s 401k and our founder’s retirement are invested in our proprietary SWAN Portfolios. The SEC doesn’t require us to invest in the same investments as you but we feel passionately about investing alongside you nonetheless.
SWAN Capital offers services in these four areas:
SWAN Balanced
The balanced portfolio is focused on delivering growth through multiple capitalizations, sectors and markets. The volatility is smoothed out by the fixed income exposure. This model was built for clients seeking mid to long-term growth and income who can tolerate a moderate amount of volatility.
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SWAN Dividend
The dividend portfolio is focused on delivering income with security dividends along with fixed income delivering consistent interest. This model was built for clients looking for income with a lower overall risk tolerance.
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SWAN
Growth
The growth portfolio is focused on delivering growth opportunity through a strong allocation in equities. The portfolio's edges are smoothed out with real estate, and international exposure. This model was built for clients seeking long-term growth and income who can tolerate moderate to significant volatility.
SWAN Aggressive
The aggressive portfolio is focused on achieving the best potential return by focusing on small cap and technology securities with diversification through value-focused securities and international exposure. This model was built for clients seeking long-term growth and that can tolerate a significant amount of volatility
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.