Unlimited Potential / Limited Risk
Swan Consulting, Inc. is a registered investment advisor that specializes in index-based strategies that allow investors to participate in the upward price movement in a particular stock index while reducing most of the downside risk.
Swan Consulting, Inc. was founded to provide investment management services not available to most investors. Our purpose is to provide superior risk adjusted returns via various hedging techniques.
Due to the recent proliferation of investment products, the individual investor can finally employ risk-reduction techniques to overcome the pitfalls of traditional investment strategies. The competitive advantage that large institutional investors have enjoyed over the years is quickly vanishing. It is no longer necessary for individual investors to remain at the mercy of institutional investors, money managers, or mutual funds. The strategies we employ may revolutionize your approach to investing and maintaining your portfolio.
Our focus is to protect and accumulate wealth for our clients. To do that, we are guided by one core principal that Warren Buffet espouses: #1 Never lose money, and
#2 Don't forget rule # 1.
DON'T LOSE MONEY.
It seems simple, but is by far one of the most challenging endeavors an investor can undertake.
Our goal is to provide superior customer service by delivering defined risk strategies that allow our clients to grow their wealth while protecting their capital.
"The Strategy" provides superior risk management techniques than traditional asset allocation. Our view of modern portfolio theory via asset allocation is as follows:
"It is important to note that the great claim of asset allocation relates to the risk reduction achieved by diversifying over several broad asset classes (i.e. stocks, bonds, cash and real estate) without a similar reduction in return. However, the risk reduction is strictly theoretical (typically based upon relationships that existed over a particular period with no guarantee that these same relationships will continue in the future). This is the crux of where asset allocation or modern portfolio theory breaks down. Risk is not defined; instead it is merely expressed in historical standards." - Randy Swan 1997 Therefore, we implement a strategy that defines risk instead of merely expressing it in historical standards.