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