about us

Swan Capital Ltd., is an investment management, financial planning and wealth advisory firm.

Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives.

Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan.

At Swan Capital Ltd., our top priority is capital preservation. We have the in-house expertise to manage all asset classes and currencies in total independence.

Our philosophy is to maintain a close relationship with our clients giving you the tailored service you deserve.