Our Services

At Black Swan Management Group, we provide innovative portfolio solutions and active investment strategies tailored to the needs of independent RIAs and Family Offices. Our goal is to liberate advisors from the day-to-day burden of money management, empowering them to focus on their true value—building client relationships and delivering holistic financial guidance.

We specialize in:

• Structuring tactical and strategic portfolio models

• Sourcing elite, active money managers

• Designing adaptive strategies to navigate market volatility

Whether you're seeking outsourced investment support or a full-service solution, we deliver flexibility and precision.

Two Ways to Work with Us

We offer three flexible service models designed to integrate seamlessly into your practice:

1. Sub-Advisory Services
   Let us manage investments on your behalf as a sub-advisor, using your custodian and paper, so you retain client ownership while offloading portfolio management.

2. Full-Service Platform
   Choose a turnkey asset management solution where we provide:

   • Custodial services

   • Portfolio construction and active management

   • Performance reporting

   • Billing and administrative support

This comprehensive model runs on our paper, allowing you to streamline operations and elevate your client experience.

Built for Advisors Who Expect the Unexpected

Whether you’re looking for tactical portfolio design, volatility management, or a scalable investment platform, we help RIAs and Family Offices enhance their offerings and grow with confidence.