Source: Zephyr StyleADVISOR and Swan Global Investments. The S&P 500 Index is an unmanaged index, and cannot be invested into directly. The hypothetical analysis above is using historical performance of the Swan Defined Risk U.S. Large Cap Composite since January 1, 1998, net of all fees, not backtested performance numbers. The charts above are for illustration purposes, not a guarantee of future performance, and should not serve as the sole determining factor for making investment decisions. The calculations presented here are believed to be reliable, but their accuracy or completeness cannot be guaranteed. No guarantee is given as to actual investment results, thus the assumed growth rate used may or may not be attained. 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.