8 Threats to Portfolio Performance

COLORADO SPRINGS, Colo. - June 13, 2014 - PRLog -- Swan Wealth Management wants to release Our White Paper on 8 Threats to Portfolio Performance! Please click on link below to read the paper.


If you have questions, please call us at 719-684-4485 or via e-mail at cswan@swanwealthmanagement.com.


Craig Swan is the President of Swan Wealth Management, a Wealth Management firm located in Colorado Springs, CO, dedicated to helping our clients achieve a more secure secure financial future.

We offer caring, comprehensive investment and wealth management, focused on our clients most important goals, such as funding college for their children, achieving a comfortable retirement, and philanthropy.

As an independent advisory firm, we answer directly to our clients – and we have a legal and ethical duty to place their interests first. We work on a fee basis to ensure that we provide advice that is unbiased and unconflicted.

I use Mutual Funds, ETF's, Annuities, Life Insurance and various investment strategies in Fee-Based strategies to help accomplish the clients goals.

Lastly, if you need help please keep this in mind to make wise choices for your family. We offer a Complimentary Second Opinion Analaysis if you need help

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Swan Wealth Management and Cambridge are not affiliated.

Swan Wealth Management
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Location:Colorado Springs - Colorado - United States
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