Process

Our proven investment process is distinctly Aways Invested, Always Hedged.

Solutions

Access the Defined Risk Strategy through multiple investment solutions.

Performance

See how the DRS has redefined the risk/return profile of equity investing.

Experience

Meet the investment management team behind the Defined Risk Strategy.

Investing Redefined®

Markets tend to go up over time,
so we’re ALWAYS INVESTED.
Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.
Always Invested, Always Hedged

A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.

Real Thought Leadership

A Message from Founder, Randy Swan

Randy Swan discusses how our distinct approach, the Defined Risk Strategy, is designed to help investors generate consistent returns while seeking to preserve irreplaceable capital through market cycles.

Meet Swan Global Investments

Learn more about the Swan Investment Management team and the unique design of our Defined Risk Strategy.

OUR TEAM