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Seeking Consistent Outcomes

Consistent Outcomes - Swan Global Investments

Investors Need the Returns Stocks can Provide – Just Not the Volatility

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Investing for Income

Investing for Income - Results Snapshot

Retirees need their money to last, and they need income to cover living costs. The DRS can serve both needs.

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– New White Paper –

Math Matters


Rethinking the Math Behind Investment Returns

Are your returns going down the [variance] drain?  Do you really want to achieve market-like returns?

This paper examines the math behind investment returns to help investors (and advisors) focus on what really impacts results.


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Swan Global Investments


A Legacy of Success

The Swan Defined Risk Strategy has consistently outperformed the S&P 500 over full market cycles


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Swan CIO Summit – 2016


– Solving Investment Challenges –


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The Swan Defined Risk Strategy has a track record of protecting investments during down markets.




Our rules-based investment process makes decisions proactively, not reactively.




Access DRS through multiple products and assets.




Our accomplished team has decades of experience and shares a common vision.

The Best Offense is a Good Defense

Protecting against losses is one of the best ways to build wealth.

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Real Thought Leadership









New White Paper – Math Matters: Rethinking the Math Behind Investment Returns

by Micah Wakefield, CAIA®

Are your investment returns going down the [variance] drain? What’s wrong with focusing on average returns?

This paper boils down the math that drives investment returns, helping investors understand which data points to focus on when seeking long-term financial goals.

New White Paper – The Retirement Conundrum: Untying the Gordian Knot

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

The challenges facing investors in or entering retirement are vast and daunting- taken as a whole they seem insurmountable. We believe that only bold, forward-thinking solutions that directly address these challenges will solve the problem, like Alexander the Great in the fabled story of the Gordian Knot.


PM Insights in to DRS


Randy Swan – CEO, Founder – Portfolio Manager (PM)

Rob Swan – COO, Co-Portfolio Manager (PM)

A Message from Founder, Randy Swan

Randy Swan discusses investing with defined risk and explains how the Swan Defined Risk Strategy provides a better way to invest.

Meet Swan Global Investments

Learn more about the team, inception and history of the strategy

More About Swan