Most financial plans assume a consistent return. As you can see in this download, over time the S&P 500 Index has proven to be far from consistent.
By minimizing negative surprises the Swan Defined Risk Strategy has produced more consistent outcomes.
Pursuing Peace of Mind — Fewer surprises can lead to consistent returns and desirable outcomes.
The Swan Defined Risk Strategy (DRS) is designed to seek consistent returns, with a proven performance record since 1997.