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 the Defined Risk Strategy through multiple investment solutions.
Our accomplished team has decades of experience and shares a common vision.
‘Buy Low, Sell High with This Strategy’
Interview by Wallace Forbes, CFA, February 23, 2017
Wall Street Transcript – ‘A Long-Term, Low-Cost Strategy to Hedge a Portfolio’
Interview with Randy Swan, Nov. 7, 2016
Financial Advisor Magazine — ‘Keeping the Bear at Bay’
by Marla Brill, August 5, 2016
‘An All-Weather Mutual Fund’
by Sarah Von Max, April 23, 2016
New White Paper — Math Matters
Rethinking the Math Behind Investment Returns
by Micah Wakefield, CAIA®
White Paper — The Retirement Conundrum
Untying the Gordian Knot
by Marc Odo, CFA®, CAIA®, CIPM®, CFP®
White Paper – Hope for the Best, Prepare for the Worst
Insights into the DRS from the Portfolio Managers
Randy Swan — CEO, Founder, Portfolio Manager
Rob Swan — COO, Co-Portfolio Manager
Learn more about the Swan team and the
unique design of the Defined Risk Strategy.