I'm willing to be different in order to be better. I want to work with people committed to long term success and willing to do what it takes to achieve it.
Benjamin P Swan, CFA® is Founder and Chief Investment Officer of Svane Capital. He is focused on investment strategy, implementation, and risk management. Prior to Svane, Benjamin was a co-founder of Meriplex Communications, Unified Office Systems, Core Growth Capital, and Panapt, and served as a Financial Advisor at Lincoln Investment Planning.
Benjamin attended Texas A & M University where he graduated Summa Cum Laude with a B.S. degree in Electrical Engineering and later earned an M.S in Economics. He has held the Chartered Financial Analyst (CFA®) designation since 2006. Benjamin serves as Treasurer for the Fort Bend Chamber of Commerce and as an advisor for the Liberal Arts Advisory Council at Texas A&M.
Benjamin lives in Sugar Land, Texas with his wife of 15 years, Katie, and his two children, Ande and Gideon. He enjoys competing athletically in Master's Swimming and Ironman and coaching his children's youth sports.
Want to know more about Benjamin or have questions about becoming a client?
firstname.lastname@example.org or 832.779.7691
I prefer to be less formal. I'm a guy who has loved economics, business, markets, strategy, and investing for as long as I can remember. I have learned a lot by trying things and seeing what worked. I have also learned by reading and studying. My preference is to combine these methods of learning, as neither is perfect. I've started six companies, none failed. One company made it to 100 people and $30M in sales. Along the way, my friends and family started asking me for financial and investing advice, and I realized I loved helping them. I've been managing investment portfolios for over 15 years.
I am also a lifelong athlete. Winning and achievement are part of my DNA. Understanding the world, developing models, and formulating strategy that works is my idea of great fun. But nothing is more fulfilling to me than helping my friends achieve success financially so they can have the security to know that they will have enough. To me the most important things in life don't have anything to do with money. But having confidence in our financial situations helps us maximize our positive impact on the world.
Most financial advisors say and do the same things. This is often because they are afraid of being wrong. Being part of the herd makes them feel more comfortable. I'm willing to be different in order to be better. I want to work with people committed to long term success and willing to do what it takes to achieve it. It would be my pleasure to work with you, and to help you achieve your goals.