We conduct research to ensure your success

Swing Phi is a sustainable investment research firm based in Tucson, Arizona. We provide personalized financial information to help investors make informed investment decisions or make investments on their behalf with a limited partnership.

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Qualified employees

Not only is our team full of professionals – we're a fun bunch, too.

Joint Investment Partner

Vanguard, Goldman Sachs Wealth Management, J.P. Morgan Chase Wealth Management, TD Ameritrade Institutional, Merrill Lynch Wealth Management

Key industries

We have specialist experience in a handful of industries: Law, Biology, Computer Science, Finance and Economics

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Who Are We

Data Analysts

Our in-house data analysts have a hands-on approach to data, with a heavy emphasis on clear communication with the client.

Consultants

All of our data engineers are from Vanderbilt University, Technical University of Denmark and Carleton University graduates and undergo our in-house developed training program upon joining the team. Our consultants have specialist experience in the field of data science and aim to understand the data needs of your business.

Why choose us?

Global experience

We have worked with multinational banks like Bank of America, and smaller businesses from all continents.

We believe in your success, and that big data can help you achieve the best results for your strategic investment, regardless of your field or target investment.

Success Sharing

Our mission is to consistently deliver the highest quality research to our clients, regardless of the circumstances. We strongly believe in sharing in our clients' success, as their achievements are a direct reflection of our reputation.

Favourable terms

We are pleased to offer favorable terms to our limited partnership investors. We believe in creating mutually beneficial relationships and strive to provide attractive investment opportunities that align with our investors' goals and objectives. Our team is committed to transparency and open communication, and we work closely with our investors to ensure their satisfaction with the terms of our limited partnership.

Data-Driven Decision Making

Our approach is to prioritize the success of our clients by only establishing relationships where we can actively contribute to their achievements. Our data analysis methodology involves a combination of algorithmic and manual reviews to ensure precision and prevent errors.

Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade (equities, options, futures or cryptocurrencies); therefore, you should not invest or risk money that you cannot afford to lose. Online trading is not suitable for all investors.

International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/ developing markets or in concentrations of single countries.

There is no guarantee that dividends will be paid.

Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.

This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of March 2024 and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks.

In the U.S., this material is intended for public distribution.

© 2023 Robinson Brothers, LLC. All Rights Reserved. SWINGPHI (Investment Research) is a trademark of Robinson Brothers, LLC. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.

Investment carries the inherent risk of potential loss of the principal amount invested.