Achieving long-term investment goals involves enduring many market cycles of bulls and bears, ups and downs.
To best endure that bumpy ride, long-term investors need to stay the course while navigating market uncertainty.
Defined Risk Investing
Our distinct and time-tested hedged equity approach to investing is aligned with the interests of long-term investors.
We launched the Defined Risk Strategy (DRS) in 1997 to offer long-term investors a way to pursue portfolio growth by remaining invested with uncapped market participation while remaining hedged to mitigate risk—two keys to building wealth.