Swan
Gray Swan

Our Investment Philosophy

GSAM is committed to active investment management. Our exceptional research, knowledge, and timing motivate us to act when we see opportunities, and patiently wait when we don’t.

We believe our fee structure should favor acting in your interest. No matter the size or risk profile of your account, our fee only based model for equity and bond investments means we don’t earn special commissions for buying certain mutual funds or overtrading your account. Instead, by charging a small percentage of assets under management, we tie our financial success to yours.

We offer equity, fixed income, alternative, and multi-asset investment strategies. We may employ advanced techniques such as writing covered calls to generate additional safe returns. Although such strategies involve closer monitoring and therefore more work on our part, we pride ourselves on the fact that we do not reserve them exclusively for certain clients. Our investment parameters for your account are based on your individual risk tolerance and investment time horizon, and our fiduciary duties to you.

 

Gray Swan Asset Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.