Learn more about the Swan team and the unique design of the Defined Risk Strategy.
Our unique, goals-based hedged-equity approach is driven by a three-step, rules-based and repeatable investment process that removes emotions from the investment process.
The Defined Risk Strategy is uniquely Always Invested, Always Hedged.
Always Invested – We begin by building a core equity position and we remain fully invested at all times.
Propriety software enables us to: