Investing Redefined® – Since 1997.
To achieve long-term goals, your clients need to grow and protect irreplaceable capital.
The Defined Risk Strategy is designed to generate consistent returns and avoid losing big—two keys to long-term investment success.
Define Risk. Seek Improved Outcomes. That’s Investing Redefined®.
We’re in the business of growing and preserving irreplaceable capital.
We embrace the opportunity to support you in that mission.
“By actively seeking to not lose big, we believe that investors will be better off in the long run.”
See how we do it.
Buy, Hold, and Hedge
Market risk is too big a threat to be dealt with passively. So we hedge it.
Our distinct investment philosophy drives our Always Invested, Always Hedged process.
The Defined Risk Strategy Process — Transparent, Repeatable, Disciplined
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.
A Legacy of Success
The DRS was launched in 1997 to provide investors with a better way to invest over full-market cycles—generate consistent returns and avoid major losses in bear markets.
So how’d we do?
Key Insights for Advisors
The success of our Defined Risk Strategy prompted us to apply it across multiple products and assets, providing investors with additional opportunities to use this time-tested approach.
Learn more about the available DRS investment structures, the strategy, portfolio implementation or other questions. Please contact our investment consultants for more detailed information.