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 fact sheets, Zephyr reports, and more regarding performance of the Defined Risk Strategy in various asset classes versus respective benchmarks over a full market cycles.
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.
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.
The investing landscape has been redefined, so the way we invest should too.
Learn how the Defined Risk Strategy seeks to redefine the risk/reward of long-term equity investing.