Building Options-Based Solutions for Long-Term Investors
Since 1997, we’ve specialized in options-based strategies designed to help investors remain invested while seeking to solve a universal challenge: market risk.
The result was a distinct hedged equity approach to redefining the risk/return profile of equity investing—built for allocators seeking disciplined, repeatable risk management in modern markets.
Over time, our lineup has expanded to include hedged equity strategies, income strategies, global portfolios, and custom option overlays designed to integrate seamlessly into sophisticated, multi-asset allocations.
The world has been redefined—made increasingly difficult by a recalibration of the global economy, generational technological upheaval, massive global debt levels, and more.
Advisors now face the biggest risks and opportunities in a generation.
We’re here to help!
Defining Risk, Improving Outcomes – Across Structures & Asset Classes
The Swan Hedged Equity ETF (ticker: HEGD) combines our distinct, time-tested blend of passive investing and active risk management, all in one ETF.
Our suite of hedged equity mutual funds is available across asset classes and based on the same Defined Risk investing process launched in 1997.
Separately Managed Accounts (SMAs) offer some customization opportunities with the DRS available across a range of asset classes, as well as, individualized reporting for DRS investors. There is an investment minimum to open a separate account.
Option overlays provide opportunities for hedging and income generation on most multi-asset portfolios and many concentrated positions. Available at major custodians and platforms. Account minimums apply.
Globally diversified, hedged equity model portfolios, constructed with various allocations to four of the most popular equity asset classes and tailored to three typical risk tolerance levels.
Options-Based Income Solutions
Actively Seeking More for Investors
The Swan Enhanced Dividend Income Strategy focuses on total return, seeking both sustainable income and capital appreciation, via actively managed covered call-writing on a quality dividend growth stock portfolio. In a Separately Managed Account format (SMA), investors may benefit from tailored options strategies and individualized reporting. There is an investment minimum to open a separate account.
The Swan Enhanced Dividend Income ETF (Ticker: SCLZ) deploys our distinct ‘active-active’ approach to seeking both sustainable income and capital appreciation, via actively managed covered call-writing on a quality dividend growth stock portfolio. Ask your financial advisor for more information.
