Nike Men's Pre-Season Polo Shirt 747988 361 Green Dark Grey Size XL jund3b6f65068-Sporting goods

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.

Nocturnal Nocturnal L Columbia Men's Flash Forward Jacket

Performance

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

NOF NCAA Ohio State Buckeyes 8 x 10-Inch Matted Stadium Photo

Ocun Mánia Jeans Bouldering Pants

Investing Redefined®

ODLO Cool Women Koya Pro Pants Shorts New

Our Philosophy

Defining 'Defined Risk'

Nogales AZ topo map, 1 24000 Scale, 7.5 X 7.5 Minute, Historical, 2004, Updated 2007, 26.9 x 21.6 in

The Dual Dilemma

black One Size Millet Ubic 45 MBS Pack

It's All About an Outcome & Income

What is Hedged Equity?
Solutions

ODLO Men's Helium Cocoon Vest, Men, Vest HELIUM COCOON, silverplatinum grey

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.

black heather grey FR XS (size Fabricant XS) MILLET LD Montets Large Jacket Predective Women's Jacket, women's, MIV8049
black Tarmac FR 2XL (size Fabricant 46) MILLET LD Trekker Stretch Pant Women's Trousers, women's, LD TREKKER STRETCH PANT
ODLO Men's Zip-off Engage Pants

Research Articles

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

Nollm Birthday Cake Compression Men's Gym Training Pants Sports Trousers Pants

Addressing the Behavior in Finance

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

ODLO Women's Galibier Tights with Suspenders Nollm Coat of Arms of Trinidad and Tobago Lightweight Backpack Travel Shoulder Bag for Men Women and Teens

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.

Nollm I Like Dark Waterproof Backpack Travel Shoulder Bag for Men Women and Teens

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.

Nollm Super Man-Overspeed Waterproof Backpack Travel Shoulder Bag for Men Women and Teens

Investor Knowledge Center

The Investor's Dual Dilemma

Nomad Women's Harvester Full Zip Hoodie

NonEcho Women Redu Shaper Body Spa Kutting Weight Delfin Spa Cami Hot Shapers

Non-Slip Fishing Rod Outdoor Winter Fishing Rod 2.7-5.7m Carbon Material Easy to Carry

Nonwe Women's Warm Waterproof Workouts Fleece Climbing Skiing Snow Pants

Nord white Effective bluee Men's Softshell Jacket Black bluee

Nordic Minimalist Photo Wall Combination Photo Frame Wall Sticker Decorative Painting, Replaceable Photo Photo Frame Set, for Living Room Sofa Bedroom Restaurant Background
Insights Blog

ODLO Women's Zero weight Logic Jacket, Algiers bluee, X-Large
NordicTrack 8600 Treadmill Walking Belt

Office Chair Caster Wheels,Floor Predecting Rubber Caster Wheels Replacement Chair Wheels (Set of 5)

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.

Norma Kamali Women's Cropped Boyfriend Sweatpant Casual Pants

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.
Norma Kamali Women's Xo Bill Mio One Piece Swimsuit