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 and repeatable investment process behind the Defined Risk Strategy. Our investment process is Always Invested, Always Hedged.
Review the wide range of investment solutions that employ the Defined Risk Strategy to solve the pressing challenges investors face.
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.
Differentiate yourself as an advisor, deliver a truly distinct and innovative investment management approach, and save time to focus on what you love—helping investors and building your practice.
Risk-managed, hedged suite of CITs offers plan advisors a distinct and outcome-oriented solution to smooth returns and address the primary emotion driving investment-related participant behavior: loss aversion.
The latest research articles and white papers from Swan Research concerning the markets, options, portfolio construction, and the Defined Risk Strategy.
An ever-expanding library of educational and thought-leading materials regarding topics that are critical for investors to understand for successful long-term investing.
Presentations on that explain and address challenges investors face while seeking a desired long-term outcome, and generate sustainable income.
Review the latest fact sheets and access market commentary and DRS analysis from the Swan Portfolio team across our wide range of investment structures.
See the four-step, rules-based and repeatable investment process behind the Defined Risk Strategy. Our investment process is Always Invested, Always Hedged.
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.
Popular White Paper
Low yields punish savers, but a rise in yields will hurt bond values.
Meanwhile, the U.S. stock values are near all-time highs.
Download our latest Whitepaper
Our proven investment process is distinctly Always 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 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.