Outcome & Income Brochures

Our Outcome & Income series visually explains the challenges investors face when seeking desired long-term outcomes and generating sustainable income. 

All presentations use our Swan DRS US Large Cap Sectors Select Composite SMA solution. 

Seeking Consistent Outcomes

This brochure compares the volatility of a purely passive ride in the S&P 500 to the potentially smoother ride provided by an active risk management approach like the Defined Risk Strategy.

We look at 3-, 5-, and 10-year investment periods:

Download Seeking Consistent Outcomes 3, 5, 10 Years Brochure

Download Seeking Consistent Outcomes 10 Years Brochure

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Seeking Sustainable Income

This brochure examines the impact of inflation and withdrawals over time, the starting and ending values of the account, and more. It contrasts the Defined Risk Strategy, S&P 500, Traditional 60/40 portfolio, and the Barclays Aggregate Bond Index.

Download Seeking Sustainable Income Brochure

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Outcome & Income

This piece combines Seeking Consistent Outcomes and Seeking Sustainable Income in one convenient brochure.

Download Outcome & Income