The world has been redefined—made increasingly difficult by the uncertainty in the post-COVID-19 world, low to negative yields, a re-calibration of the global economy, and more.
Advisors now face the biggest risks and opportunities in a generation.
Since 1997, we have been redefining investing. Our distinct Defined Risk Strategy has pioneered the use of options to hedge equity, defining and limiting market risk for long-term equity investing.
Equity Exposure for Growth – Maintain or increase overall exposure to equity in various markets, rotating out of bonds, to fuel returns for long-term investors.
Without All of the Risk – Active management of a long-term hedge (LEAPS) mitigates risk and provides real diversification, without duration, credit, or other risks in bonds.
The Swan Hedged Equity ETF (ticker: HEGD) combines our distinct, time-tested blend of passive investing and active risk management, all in one ETF.
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.
Structured Outcome Strategies (SOS Shield®) provide investors with equity market appreciation, up to a cap, and a downside SOS Shield® for a specified period, seeking to reduce the uncertainty and volatility associated with equity investing.
Our suite of hedged equity mutual funds is available across asset classes and based on the same Defined Risk investing process launched in 1997.
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.
