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Time-tested Options Strategies for long-term investors seeking growth, income, and risk management.
** Swan does not engage in or participate in social media investment groups and does not provide individual stock recommendations. **
Dedicated to Helping Investors Grow and Protect Wealth
A pioneer in options-based investing since 1997, delivering strategies seeking to mitigate downside risk, reduce volatility, or generate income.
> Hedged Equity – Our distinct hedged equity approach combines the return potential of equity markets with the risk mitigation power of options for hedging.
> Enhanced Dividend Income – Our ‘active-active’ approach to derivative income combines active stock selection with active options strategies to seek income and growth of capital.
> Option Overlays – For more specific situations, our custom overlay solutions can be tailored to meet investor needs and objectives for concentrated positions or multi-asset portfolios.
Our distinct hedged equity process – built by an investor, for investors.
A suite of options-based strategies in ETFs, mutual funds, separate accounts & more.
See how our various options-based strategies have performed over time.
Meet our team—leaders in hedging and options-based strategies.
Our Time-Tested Approach to
Hedged Equity
Markets tend to go up over time,
so we’re ALWAYS INVESTED.
Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.
ALWAYS INVESTED and ALWAYS HEDGED
that’s Investing Redefined®
A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.
Our ‘Active-Active’ Approach to
Enhanced Dividend Income
ACTIVE STOCK SELECTION:
Quality growth and dividend screening
ACTIVE OPTIONS APPROACH:
Selectively writing calls on individual names
– Insights & More –