An Outcome-Oriented Investment Solution
Investors do not care about where an investment product 'fits', they care about their statement balance when that money is needed. They care about achieving their desired outcomes.
Investors need solutions to the challenges they face today and beyond, not another product iteration.
In a world of products, we're offering a solution.
The Swan Defined Risk Strategy was designed for what's best for the investor, not what's easiest to "sell". Randy Swan, Founder and Portfolio Manager created the strategy to solve investment challenges and address market risk directly, not to 'fit' into a trending category.
The Defined Risk Strategy is uniquely designed to provide what investors need to grow and protect wealth:
- Consistent exposure to the market for capital appreciation
- Utilizing a unique 'always hedged' approach to mitigate large losses
- Remove timing and emotions from the process
An Investment Solution For Multiple Needs
At Swan Global Investments, we’ve applied the success of our Defined Risk Strategy across multiple investment solutions and asset classes. The Swan DRS can play varying roles inside any portfolio, including:
- A core equity replacement or supplement
- A fixed income replacement
- An absolute return or alternative asset
Swan DRS offers investors a combination of upside opportunity with minimized downside risk. Contact us and we’ll be glad to tell you more about our strategy and the ways you can put it into play.