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Markets in Crisis: COVID-19 

How the Defined Risk Strategy is helping investors navigate this black swan event and positioned for eventual recovery.

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Bleak Future of Bonds

Recent White Paper

Navigating Bond Risks Threatening Traditional Portfolio Construction

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Address Investor Uncertainty & Behaviors

Top Rated  Article with Related Resources

Enhance Your Practice with Behavioral Finance

REVIEW ARTICLE & RESOURCES

The Dual Dilemma

Low yields punish savers, but a rise in yields will hurt bond values.

Meanwhile, the U.S. stock values are near all-time highs.

It’s a Rock and a Hard Place Scenario

See How Swan Can Help

Hope for the Best, Prepare for the Worst

Being prepared starts with knowing the truth about black swans, bear markets, and portfolio construction.

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Defined Risk Investing

Investing Redefined®

Math Matters

Popular White Paper

Rethinking the Math Behind Investment Returns

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Client-Centered, Outcome-Oriented

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.

See Why

Proudly Sponsoring Advisor Education

We are a Gold Sponsor of the Investment & Wealth Institute!

Dedicated to Providing Thought Leadership for the Financial Advisory Community

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Why Avoiding Big Losses Matters

 

Avoiding big losses is more important over time than capturing big gains.

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Latest Resources

Review the latest research, insights, and commentary from Swan portfolio management team.

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Process

Our proven investment process is distinctly Always Invested, Always Hedged.

 
 
Solutions

Access the Defined Risk Strategy through multiple investment solutions.

 
 
Performance

See how the DRS has redefined the risk/return profile of equity investing.

 
 
Experience

Meet the investment management team behind the Defined Risk Strategy.

 
 

Investing Redefined®

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, Always Hedged
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Insights: Swan in the News

‘Use ETFs To Stay Invested Without Fearing The Bear’
‘Buy Low, Sell High with This Strategy’
Financial Advisor Magazine — ‘Keeping the Bear at Bay’
Barron’s - ‘An All-Weather Mutual Fund’
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Real Thought Leadership

The Retirement Conundrum: Untying the Gordian Knot
Hope for the Best, Prepare for the Worst
The Importance of Consistency of Returns
Optimizing Asset Allocation
A Message from Founder, Randy Swan

Randy Swan discusses how 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 the Defined Risk Strategy.

OUR TEAM