In order to achieve the goal of capital preservation, "the Strategy" must protect gains while allowing an investor to profit from a market rebound after a substantial market decline. Specifically, the Strategy seeks to profit in bull and flat markets and protect in bear markets.
Performance Details: click here
From July 1997 through December 2009 (inception-to-date) investments in the DRS:
These numbers represent the actual performance of the Strategy before fees have been deducted.
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. The Defined Risk strategy focuses on delivering defined risk strategies that allow our clients to grow wealth while protecting capital. Swan Consulting, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). To receive a complete list and description of Swan Consulting Inc.’s composites and/or a presentation that adheres to the GIPS standards, contact Drew Kehoe, 512 468 4578 or write Swan Consulting, Inc. 277 E 3rd Ave, Suite A, Durango, CO 81301, or drew.kehoe@swanconsultinginc.com