The Defined Risk Strategy is a unique, time-tested investment approach to grow & protect wealth, designed to outperform benchmarks over a full market cycle.
See the three-step, rules-based investment process behind the Defined Risk Strategy.
A distinct, client-centered and outcome-oriented philosophy drives our investment approach – developed by a long-term investor, for long-term investors.
See how the Defined Risk Strategy (DRS) compares to benchmarks over full market cycles since July 1997.
The Defined Risk Suite of Funds seek to address common investor concerns such as protecting capital and consistent returns over market cycles.
The Swan SMAs offer qualified investors the opportunity to invest in the Defined Risk Strategy across a range of asset classes. Some investment minimums apply.
An ever-expanding library of educational and thought-leading materials regarding investing, options, risk management and more.
See how our approach can help investors avoid emotionally-driven investment decisions.
Investing for retirement is all about reaching your desired outcome, on time, and then generating the necessary sustainable income. See how Swan helps you do both.
Our founder and the rest of the Swan Portfolio Team unpack a range of important concepts and tackle the most pressing challenges facing investors today.
See the four-step, rules-based and repeatable investment process behind the Defined Risk Strategy. Our investment process is Always Invested, Always Hedged.
See how the performance of the Defined Risk Strategy (DRS) compares to benchmarks over a full market cycle and its performance track record since July 1997.
Swan Global Investments is blessed and honored to give back to the communities in which we work and to support various worthy causes.
We believe an investment approach should be designed around the investor’s best interest, not a trend or what is easiest to “sell.”
In an industry focused on products, we offer a solution.
Low yields punish savers, but a rise in yields will hurt bond values.
Meanwhile, the U.S. stock values are near all-time highs.
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Our proven investment process is distinctly Aways Invested, Always Hedged.
Access the Defined Risk Strategy through multiple investment solutions.
See how the DRS has redefined the risk/return profile of equity investing.
Meet the investment management team behind the Defined Risk Strategy.
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.
Randy Swan discusses how our distinct approach, the Defined Risk Strategy, is designed to help investors generate consistent returns while protecting irreplaceable capital through market cycles.
Meet Swan Global Investments
Learn more about the Swan Investment Management team and the unique design of our Defined Risk Strategy.