Source: Zephyr StyleADVISOR and Swan Global Investments. All data based on historical performance of the S&P Total Return Index and the Swan DRS Select Composite. Prior performance is not a guarantee of future results.
Source: Zephyr StyleADVISOR, Swan Global Investments, Bloomberg, CBOE, St. Louis Federal Reserve Bank and Wilshire Associates, Inc. The hypothetical analysis above is using actual results from the Defined Risk Strategy (DRS) Select Composite, net of fees. * All data based on historical performance of the Swan DRS SMA Select Composite, net of fees. ** Calculations include a fixed monthly withdrawal. Each year, that annualized withdrawal amount is adjusted for inflation.
For more about our strategy, available investment structures or for other information contact a Swan investment consultant for more information.
