Rob Swan, COO & Portfolio Manager and Sean McCaffrey, Managing Director of Swan Defined Risk Solutions, Swan Global met with Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can take advantage of the firm’s hedged investment strategy and outsourced solutions.
While most advisors follow Modern Portfolio Theory to diversify risk, Swan suggests there may a better way to protect investors from large bear market declines. Rather than trying to diversify away market risk, Swan Global aims to hedge it. The firm’s investment mantra, “always invested, always hedged,” speaks to their goals of providing consistent returns over a full market cycle, preserving irreplaceable capital, and ultimately beating the benchmark.
Swan Defined Risk Solutions, an outsourcing solution, offers advisors full access to Swan Global’s fully hedged investment strategies, marketing, and white glove treatment.