All investment strategies have the potential for profit or loss. 0000237693 00000 n 0000010465 00000 n sarah greenwood reeve mills endstream endstream Historical performance results for market indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. All data used herein; including the statistical information, verification and performance reports are available upon request. 0000009866 00000 n h[ncb/!@6V~S!^!ZRT5&{.a{h:iq. 0000107448 00000 n floseal hemostatic ml tisseel sungrace medicals lyo Our proven, goals-basedapproach seeks to. 0 0000002427 00000 n 0000009279 00000 n Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. 0000000016 00000 n <>stream Below are links to the brochures Form ADV Part 2A (in .pdf file format) for Sit Investment Associates, Inc., and Sit Fixed Income Advisors II, LLC (Sit). 0000003595 00000 n endstream endobj startxref endobj endstream endobj startxref The advisers dependence on itsDRSprocess and judgments about the attractiveness, value and potential appreciation of particular ETFs and options in which the adviser invests or writes may prove to be incorrect and may not produce the desired results. If you have any questions about the contents of the brochures or the Form CRS, please contact us at 612-332-3223. 113 0 obj We believe the information provided here is reliable but should not be assumed to be accurate or complete. 0000019108 00000 n Customize our layouts as much, or as little, as you want. *Conditions apply please see our money back refund policy. Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC are registered investment advisers. trailer <<062C840C4D32426C8F87D037D0CFD4EF>]/Prev 609174/XRefStm 1913>> startxref 0 %%EOF 2206 0 obj <>stream View design examples of brochures, flyers, posters, newsletters, postcards, business cards, letterheads, andmuchmore. 0000010590 00000 n Form CRS provides important information about the relationship a Retail Investor will have with Sit. The information in the brochures has not been approved or verified by the SEC or by any state securities authority. All Swan products utilize the Defined RiskStrategy (DRS), but may vary by asset class, regulatory offering type, etc. Disclosure notice and privacy policy., 2022, Swan Global Investments (Swan, "SWAN"), Investing Redefined. 0000014927 00000 n %%EOF S,*(*Xa[zCP kI'1~|toI#[wN6#?KhSXS?-kkq-. 0000067192 00000 n floseal hemostatic ml tisseel sungrace medicals lyo 0000015435 00000 n Swans investments may consist of securities which vary significantly from those in the benchmark indexes listed above and performance calculation methods may not be entirely comparable. hb```i@($AEaz5BA2PC|p,hTy Q pYO8! 0000014391 00000 n Accordingly, comparing results shown to those of such indexes may be of limited use. craig stuart mills reeve ] 4fS{_G~l}{?U 9Uf6dW+Aj._4,pqt3?,80+~,,Lb)O 4Ptm.zeZ_@Eg_.\OB.eaRK"xxrQQ,pPB(Tu#O?PT?3UK) vXjtXmk@!vvs pLD: RKk 9B OzGGG0V@ (.2BF(Y! a0C\`L*v%(JCD+zM;*&q #X0 2@``qc,/GV#|&LyL00u3710pf;)GR_[N/,j@ x_Ad`3gvU gG letterhead Please note that registration of the Advisor does not imply a certain level of skill or training. Further information is available upon request bycontacting usdirectlyor call 970.382.8901. endobj Indexes are unmanaged and have no fees or expenses. 0000022803 00000 n Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Advisors, LLC. 0000110094 00000 n 0000004367 00000 n 0000000016 00000 n Download templates instantly in any file format as often as you like. hbbd```b``NA$d{@$S,X|0;vq #d"Y3X?? letterhead Some investment minimums apply. %%EOF Swan Global Investments is a SEC-registered investment advisor providing asset management services utilizing the Swan Defined Risk Strategy, allowing our clients to grow wealth while protecting capital. securities promissory offering 100mm 0000002390 00000 n The content herein is for informational purposes only without regard to any particular user's investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to sell securities or an interest in any fund. 0000032104 00000 n 0000001848 00000 n 0000007066 00000 n Disclosures: Swan Global Investments,LLCis aSECregistered Investment Advisor that specializes in managing money using the proprietary Defined RiskStrategy (DRS).SECregistration does not denote any special training or qualification conferred by theSEC. sarah greenwood reeve mills 0000010380 00000 n 1099 Main Avenue | Suite 206 | Durango, CO 81301 | 970.382.8901 !d:Y6g8q{$s8E6MmCR>r-Sf~j1@ls@42CF6-3u{H33gVP!$XC.Z*Y2UTm^{lG+i\0w_8:{VQ/h7s*9}>z`NQTYw33wcDh XqcHWdO MT TheSwan Defined Risk Strategy is a distinct and time-tested, goals-based investment approach to produce consistent long-term returns by seeking to not lose big. 958 0 obj <>stream 0000022679 00000 n Download one of our freetemplates. 801 0 obj <>/Filter/FlateDecode/ID[]/Index[781 31]/Info 780 0 R/Length 99/Prev 354744/Root 782 0 R/Size 812/Type/XRef/W[1 3 1]>>stream grondboor auger tariere laserwaterpas ahoyador diverses hiebler maschinenverleih Registration of an investment adviser does not imply any level of skill or training. ashton mills reeve mark :G51Wzb$w--:*V/fq o `u2?`b'v~b}v 1?i]J;Zp;(pCGJ982DEw'3{Ss400pt40v EA$bj $,hHR )Rq4;M#> Q@)SYV,W&. 0000012755 00000 n 0000002232 00000 n 0000011017 00000 n 0000001156 00000 n 0000031988 00000 n Accordingly, all SwanDRSproduct offerings will have different performance results,and comparing results among the Swan products and composites may be of limited use. hb```e``9 @ad15G@*Ff &mza#000U]juUarZA. 0000013309 00000 n 0000000749 00000 n j|;9!4* 0Df*p:@*)+D863OCkIrJa6Gi`)bB}s(Eb7[%=z+^&Zj6_HO=l8BkI=oj}A INGxw@J )wHq[=06ko94:x_n~}PYB|cDfEu]! By continuing to browse the site, you are agreeing to our use of cookies. <. ashton mills reeve mark 908 0 obj <> endobj 0000032027 00000 n hb```e``z"J@(1A wV=``pWYs4D o;[^%W"~mC%u(T/]&dC:b4s8::P, HK eILbLL6$Re{V xTqe[D 0a/mbP d3Njbcn>#/@ fvH< Franais | Espaol | Deutsch. 1804 0 obj <>/Filter/FlateDecode/ID[<586BAC0ED8C9A742B05AC616887A43B0>]/Index[1790 38]/Info 1789 0 R/Length 80/Prev 418113/Root 1791 0 R/Size 1828/Type/XRef/W[1 2 1]>>stream 0000006952 00000 n 932 43 trailer <<021B788B7CBB41258310FEFC9CF1F6F9>]/Prev 882512/XRefStm 1848>> startxref 0 %%EOF 974 0 obj <>stream %PDF-1.6 % 0000003430 00000 n The Defined Risk Suite of Funds seek to address common investor concerns such as protecting capital and consistent returns over marketcycles. The brochures provide information about the qualifications and business practices of Sit Investment Associates, Inc. and its subsidiaries. <>>> There's no better way to find out if our design templates work for you than to try them out. 111 0 obj 0000013833 00000 n To reach a different Swan site directly, please update your user type, This site uses cookies. endobj Below is the link to the Form CRS in .pdf file format for Sit Investment Associates, Inc., and Sit Fixed Income Advisors II, LLC. 0000006004 00000 n 0000004907 00000 n 0 An unexpected error occured, please refresh the page and try again. Swan claims compliance with the Global Investment Performance Standards (GIPS). 0000007906 00000 n 1827 0 obj <>stream By proceeding you accept our User Agreement. %PDF-1.6 % Prior performance is not a guarantee of future results and there can be no assurance, and investors should not assume, that future performance will be comparable to past performance. %PDF-1.6 % <>/Filter/FlateDecode/ID[<61010AEDA7BB7B4BA034443DDCF035E5><95AD7C9CB4B4B2110A00704A14F2FC7F>]/Index[111 53]/Info 110 0 R/Length 124/Prev 379059/Root 112 0 R/Size 164/Type/XRef/W[1 3 1]>>stream hbbd```b``"fHF-H5d*7""Y+@$[=;`F0d 'e`$ Y? 0000005784 00000 n 932 0 obj <> endobj xref Create great-looking investment and wealth management brochures with our customizable graphic designs. The S&P 500 Index is a market cap weighted indexof 500 widely held stocks often used as a proxy for the overall U.S. equity market. 0000033378 00000 n 938 0 obj <>/Filter/FlateDecode/ID[]/Index[908 51]/Info 907 0 R/Length 132/Prev 473840/Root 909 0 R/Size 959/Type/XRef/W[1 3 1]>>stream 0000008026 00000 n "*%A$rHXH2bKTm_W&; 8(Hc0 ~ Download layouts for InDesign, Illustrator, Word, Publisher, Pages. 138 0 obj <> %%EOF 0000002051 00000 n 0000004091 00000 n hTkXI`aRMbv*E)*8e*]SvE3+iKkZ?VtkE\.%3mS",xnfr h*l%BR^-Qy0\Ob`=q:-OYzybAQ^*_]dU$?MoiR%3}o M774p@ Gv])L+ag5&A8yfXjqe%x;k>Vcr8jZ8\'kZU:)lDA Copyright 2022 DesignCrowd. The SEC adopted a new rule effective June 2020 requiring registered investment advisers to provide a brief relationship summary to Retail Investors known as Form CRS. endobj 0000061884 00000 n Some of the materials are not suitable for all investors. 0000002132 00000 n 0000051355 00000 n 0000006511 00000 n 811 0 obj <>stream shoes %#8*Gq9sZP. endobj Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. 0000004779 00000 n 114 0 obj An investmentcannot be made directly in an index. hb```"vgB ag`apXxN M %%EOF There is no guarantee any investment or theDRSwill meet its objectives. Sit Investment Associates, Inc. Form ADV Part 2A, Sit Fixed Income Advisors II, LLC Form ADV Part 2A, Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC Form CRS. 163 0 obj hbbd```b``A$Y>"y`, "zH+0yfdf5`06Dr&AGW"j6220120KH'?I Simple, yet effective, our proven, goals-based investment process is engineered to not lose big. By seeking to mitigate risks of catastrophic losses, the DRS has produced consistent long-term returns through market cycles. You are leaving the Swan Global Investments advisor website and being redirected to the Swan Hedged Equity ETFs site. grondboor auger tariere laserwaterpas ahoyador diverses hiebler maschinenverleih If you're faced with time limitations, budget constraints or simply need new creative ideas, get the jump start you need with StockLayouts graphic design templates. 0000067153 00000 n Your access to and use of the ETFs site will be subject to the applicable Terms of use posted on that site. 0000005197 00000 n endstream endobj 909 0 obj <. We've created the files from scratch, making them easy to edit. %PDF-1.4 % 781 0 obj <> endobj 0000001913 00000 n Our templates work with Adobe InDesign, Illustrator, Microsoft Word, Publisher, PowerPoint, Apple Pages, QuarkXPress, andCorelDraw. shoes 0000012157 00000 n B!a3g9}8*Ww_~Kajq~Z,Fm~X-*+]W7Er}~N.HcvL'_0=z* pGG* EB.iicr,nw'^lx]YJECUC,;eP(bYy8\bYuY~JmYJ}YJ05cYJ0UsY(a3ZVbjbv9{s^-7{IW$_q1 hsGo>q_ FmT`096gW4kC9 z]vrd5M%yJN =IY7lUrMzz?+9TrT=#?VrSlJOp,^Fda1}-x8xtxnjx\xlsx-qF}Jxx*YJY&0#Ly32rqNK6XWl% k{Wr8'3<6<66M6c>f}#blZylkxlwdW5:ul}C/Lkel*+w+94b%du"}C'bOywC6x0O8Vrj2\l+Mu(;|hW. 1790 0 obj <> endobj 0000068500 00000 n The views and strategies described may not be suitable for all investors, and readers should not rely on this publication as their sole source of investment information. *iluS 6]%9!sz|wBJFu)kSB$Y636ArAQMSs;mU|j;B;PQ)uJt&P^DR|/BC\VG>g8\l#:s0]!]G>.c\P(Qko998g[8}GG>U`Ys*l9k2$G>/yPEa 1(8qEa-DWrMl}8c:yIqL>`b!>"[GGvK#Ecde2S\N!)i <> By proceeding you accept our User Agreement. 0000077420 00000 n See how we help investors make the math behind investment returns work for investors and keep them on track towards long-term goals through market ups and downs. 112 0 obj Copyright 2022 StockLayouts LLC. It discusses the services Sit provides, fees, how we make money, and conflicts of interest that exist as well as conversation starting questions you can ask your financial professional. This page is also available in: %PDF-1.6 % 0000004880 00000 n The information in the brochures has not been approved or verified by the United State Securities and Exchange Commission (SEC) or by any state securities authority. The Swan Hedged Equity ETFs combines our distinct blend of passive investing1and active risk management, all in one ETF. 2185 0 obj <> endobj xref 0000008623 00000 n 0 Swan Global Investments offers and manages the Defined Risk Strategy for investors including individuals, institutions and other investment advisor firms. 2185 22 Use of this website constitutes acceptance of our User Agreement and Privacy Policy. (DSrW 0000007230 00000 n 0000092434 00000 n Powered by BrandCrowd logo maker. 733 0 obj <>stream All rights reserved. Prior performance is not a guarantee of future results and there can be no assurance, and investors should not assume, that future performance will be comparable to past performance. hbbd``b`$d H0 . The Swan SMAs offer qualified investors the opportunity to invest in the Defined Risk headed equity strategy across a range of asset classes.