Hedged Equity Portfolio Impact Analysis (1)-1
A short 10-minute meeting could help your clients for a lifetime.

How does it work?

Step 1:  Complete this short contact request form.

Step 2:  Schedule Objectives Meeting (Typically 10-15 minutes).

Our portfolio consultants will set a time for a virtual meeting to discuss your current client portfolio model(s), your desired strategic allocations or risk-targeting criteria, associated client goals and objectives such as:

  • Lowering overall portfolio volatility
  • Minimizing max drawdown risk
  • Mitigating risks in specific asset classes

Step 3:  Share Model Portfolio Holdings - We'll get to work and share the results quickly.

 This report will simulate the impact of substituting appropriate allocations, based on your expressed objectives, with our hedged equity strategies. (Example: 10%, 15%, 30% allocations to hedged equity)   

Let's Get Started!

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Swan Global Investments is a SEC-registered investment advisor providing asset management services utilizing the Swan Defined Risk Strategy, allowing our clients to grow wealth while protecting capital. Please note that registration of the Advisor does not imply a certain level of skill or training. Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Advisors, LLC. Prior performance is not a guarantee of future results and there can be no assurance, and investors should not assume, that future performance will be comparable to past performance 175-SGI-090823. Disclosure notice and privacy policy. 

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