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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.