If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Swan's models and methodologies at no cost, drop them right into your account, and make them your own with just a few clicks.

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NO PLATFORM FEE (NPF) DISCOUNT PROGRAM

With advisors managing billions in AUM through Autopilot Trading, we’re pleased to highlight a way to access both Riskalyze and Autopilot for free. Our NPF list comprises nearly 200 hand-picked funds, including those from Redwood Investment Management in the Partner Store. 

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Get alerts when strategies are updated

Whenever Swan updates their models, you get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly.

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Rebrand models and make them your own

Model subscriptions are designed to let your brand shine. Whether you’re directly following Swan strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business. 

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Swan Research Model Portfolios

Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with over $4.34 billion in assets under management (as of May 31, 2017). Launched in 1997, the Defined Risk Strategy is a rules-based, hedged equity solution designed to provide more stable, consistent returns with reduced volatility than equities, similar to a balanced portfolio. This proprietary strategy is available in Mutual Funds, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, and a Retirement Plan/ Collective Investment Trust (CIT) offering. Swan’s expanding portfolio of innovative investment offerings is managed out of Durango, CO with affiliated offices in Tampa and Puerto Rico. For more information, please visit swanglobalinvestments.com or call 970-382-8901

THE DEFINED RISK STRATEGY ONESHEET

See Swan Strategies Modeled in Riskalyze
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© 2021 Riskalyze, Inc. All Rights Reserved. Riskalyze and Risk Number are trademarks of Riskalyze, Inc. Riskalyze, Inc. is not a registered investment advisor or broker-dealer, does not make investment recommendations, nor facilitate the purchase or sale of securities. Advisors, firms, their custodians and/or broker dealers, agents or administrative assistants using Riskalyze technology certify that they hold the proper licenses and registrations to transact with and/or render advice to their clients.

Swan Disclaimer: Swan Global Investments is an SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (DRS). Please note that registration of the Advisor does not imply a certain level of skill or training. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance that future performance will be comparable to past performance. This communication is informational only and is not a solicitation or investment advice. Further information may be obtained by contacting the company directly at 970-382-8901 or www.swanglobalinvestments.com.