Source: Zephyr StyleADVISOR and Swan Global Investments. * Source: Zephyr StyleADVISOR and Swan global Investments. Hypothetical analysis above is using actual DRS results from the Select Composite, net of fees, not backtested performance numbers. Past performance is no guarantee of future results. See our Investing for Income presentation or visit www.swanglobalinvestments.com for more information.
The Swan Defined Risk Strategy (DRS) may provide staying power and growth for your assets in retirement, even while taking systematic withdrawals from your account.
Ask your financial advisor about how you could use the DRS to provide sustainable retirement income.