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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.

LEARN MORE

Process

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

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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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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.

LEARN MORE

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.

LEARN MORE

Performance

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

LEARN MORE

Investing Redefined®

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Defining 'Defined Risk'

Always Invested, Always Hedged

The Dual Dilemma

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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.

LEARN MORE

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.

LEARN MORE

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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Strategy

Process

Investment Philosophy

Performance

Investing Redefined®

Funds

Separately Managed Accounts (SMAs)

Research Articles

Addressing the Behavior in Finance

Outcome & Income

Swan Videos

Investor Knowledge Center

About Swan

Founder’s Message

Swan Team

Community Impact

Strategy

Process

Investment Philosophy

Performance

Investing Redefined®

Funds

Separately Managed Accounts (SMAs)

Research Articles

Addressing the Behavior in Finance

Outcome & Income

Swan Videos

Investor Knowledge Center

About Swan

Founder’s Message

Swan Team

Community Impact

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