Striking the balance between risk asset exposure to generate returns and providing sustainable income is critical to long-term success over full market cycles.
The Defined Risk Strategy address market risk directly in order to protect capital while always remaining invested for growth. Our proven process has generated consistent rolling returns over market cycles.
View our complete line-up of hedged equity investment solutions.
Our suite of hedged equity mutual funds is available across asset classes and based on the same Defined Risk investing process launched in 1997.
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.