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Separate Accounts

 

Creating Wealth by Reducing Losses

We cre­at­ed the Defined Risk Strat­e­gy SMA in 1997 with the goal of pro­vid­ing an invest­ment solu­tion that offered both income and down­side pro­tec­tion. It has con­sis­tent­ly out­per­formed the S&P 500 over full mar­ket cycles since its incep­tion.

Our SMA includes:

  • Equal­ly weight­ed ETFs rep­re­sent­ing the sec­tors of the S&P 500
  • Put options to hedge long equi­ty posi­tions
  • Income-gen­er­at­ing options strate­gies

The Swan SMA is avail­able for advi­sors to use with their clients at TD Amer­i­trade. TDA has invest­ed in its tech­nol­o­gy to allow options man­agers such as Swan to offer SMA accounts to retail investors.

Swan’s unique SMA offer­ing reflects our long-term com­mit­ment to provide sophis­ti­cat­ed options-based strate­gies to the invest­ing pub­lic through advi­so­ry rela­tion­ships. A min­i­mum com­mit­ment is required by each advi­sor to use the SMA struc­ture.

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