Fact Sheets & Performance
By Investor Type
Hedged Equity Mutual Funds
The Defined Risk Suite of Funds seek to address common investor concerns such as protecting capital and consistent returns over market cycles.
Hedged Equity ETFs
The Swan Hedged Equity ETFs combines our distinct blend of passive investing1 and active risk management, all in one ETF.
Separately Managed Accounts (SMAs)
The Swan SMAs offer qualified investors the opportunity to invest in the Defined Risk headed equity strategy across a range of asset classes. Some investment minimums apply.
Addressing the Behavior in Finance
It’s All About Outcomes
Investor Knowledge Center
Our Founder’s Message
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