This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies. Privacy Policy
Okay, thanks
Building Investment Solutions for Long-Term Investors
Everything we do is to help long-term investors. The investing environment has become increasingly difficult and redefined by shifts in globalization, technology, and more. Investors now face the biggest risks and opportunities in a generation.
Since 1997, we have been redefining investing.
Our founder, a long-term investor, developed the Defined Risk Strategy (DRS), an options-based hedged equity investment approach, to help other investors define and limit market risk—to redefine the risk/return profile of equity investing.
Seeking to Define Risk & Improve Outcomes
The Swan Hedged Equity US Large Cap ETF (ticker: HEGD) offers investors a distinct blend of passive investing and active risk management, all in one ETF. Ask your financial advisor for more information.
Our suite of hedged equity mutual funds is available across asset classes such as U.S. large cap, U.S. small cap, foreign developed (ex-US), and emerging markets. While distinct in their own respects, all of these strategies are based on the same Defined Risk investing process launched in 1997.
Hedged equity in a Separately Managed Account format (SMA) offers some customization opportunities across a range of asset classes, as well as, individualized reporting for investors. There is an investment minimum to open a separate account.
Option overlays provide bespoke solutions for hedging and income generation on concentrated positions and most multi-asset portfolios. Available at major custodians and platforms. Account minimums apply.
Actively Seeking More for Investors
The Swan Enhanced Dividend Income Strategy focuses on total return, seeking both sustainable income and capital appreciation, via a distinct ‘active-active’ process: actively managed covered call-writing on an actively managed portfolio of quality dividend growth stocks. The strategy’s Separately Managed Account (SMA) format offers investors the benefits of tailored options strategies and individualized reporting. A minimum investment is required 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.