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Defined Risk Strategy
Strategy

The Defined Risk Strategy is a unique, time-tested investment approach to grow & protect wealth, designed to outperform benchmarks over a full market cycle.

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Process

See the three-step, rules-based investment process behind the Defined Risk Strategy.

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Investment Philosophy

A distinct, client-centered and outcome-oriented philosophy drives our investment approach – developed by a long-term investor, for long-term investors.

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Performance

See how the Defined Risk Strategy (DRS) compares to benchmarks over full market cycles since July 1997.

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Investing Redefined®

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Our Philosophy

Defining 'Defined Risk'

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The Dual Dilemma

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It's All About an Outcome & Income

What is Hedged Equity?
Solutions

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Funds

The Defined Risk Suite of Funds seek to address common investor concerns such as protecting capital and consistent returns over market cycles.

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Separately Managed Accounts (SMAs)

The Swan SMAs offer qualified investors the opportunity to invest in the Defined Risk Strategy across a range of asset classes. Some investment minimums apply.

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Research Articles

An ever-expanding library of educational and thought-leading materials regarding investing, options, risk management and more.

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Addressing the Behavior in Finance

See how our approach can help investors avoid emotionally-driven investment decisions.

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Outcome & Income

Investing for retirement is all about reaching your desired outcome, on time, and then generating the necessary sustainable income. See how Swan helps you do both.

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Swan Videos

Our founder and the rest of the Swan Portfolio Team unpack a range of important concepts and tackle the most pressing challenges facing investors today.

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Investor Knowledge Center

The Investor's Dual Dilemma

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Insights Blog

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About Swan

The Defined Risk Strategy is a unique, time-tested investment approach to grow & protect wealth, designed to outperform benchmarks over a full market cycle.

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Founder’s Message

See the four-step, rules-based and repeatable investment process behind the Defined Risk Strategy. Our investment process is Always Invested, Always Hedged.

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Swan Team

See how the performance of the Defined Risk Strategy (DRS) compares to benchmarks over a full market cycle and its performance track record since July 1997.

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Community Impact

Swan Global Investments is blessed and honored to give back to the communities in which we work and to support various worthy causes.
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