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Let Swan introduce your advisory firm to a new way of hedging risk.

Predicting the market is nearly impossible and the inherent limitations of asset allocation make it only a partial solution to the wealth management puzzle. The truth is that systematic market risk, by definition, can’t be diversified away. So what’s the answer to reducing risk in an increasingly turbulent marketplace?

At Swan Wealth Advisors, we’ve proven since July 1997 that hedging systematic risk works. Our index-based approaches can allow investors to gain from upward trends while reducing most of the downside risk. We call it the Swan Defined Risk Strategy. It can help your investors’ portfolios grow wealth independent of market conditions. The core of our wealth management strategy relies on specific and appropriate use of options as strategic and tactical assets.

 

Swan Defined Risk Strategy has been so successful that partnering with wealth advisors who want to protect and grow client assets has become our only focus.

Swan’s proprietary Defined Risk Strategy brings you an innovative market-neutral investment program that complements asset allocation. This wealth management approach can generate significant positive returns on an absolute and risk-adjusted basis in most market conditions. Plus it can protect client equity in large market downturns. Swan claims compliance with the Global Investment Performance Standards (GIPS®) and has been verified by The Spaulding Group.

Swan Wealth Advisors, Inc. is an independent Investment Advisory company headquartered in Durango, CO.  Swan is registered with the US Securities and Exchange Commission under the Investment Advisers Act of 1940.  Swan offers and manages The Defined Risk Strategy for its clients including individuals, institutions and other investment advisor firms. There are three Defined Risk Strategy composites offered: 1) The Defined Risk Strategy Composite which includes all accounts. 2) The Defined Risk Strategy IRA Composite which includes all IRA assets under management. 3) The Defined Risk Strategy Select Composite which includes all non-IRA accounts.  Additional information regarding Swan’s policies and procedures for calculating and reporting performance returns is available upon request. Swan Wealth Advisors, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). To receive a complete list and description of the firm’s composites and/or a presentation that adheres to the GIPS® standards, please contact the Firm at the phone number listed. Disclosure notice and privacy policy