Our Mission & Investment Philosophy

At Black Swan Management Group, our mission is to empower independent Registered Investment Advisors (RIAs) to deliver high-probability investment outcomes while reducing client risk across all market conditions.

We believe there are two core philosophies in portfolio management:

• Passive Investing – A buy-and-hold strategy that relies on diversification to smooth out market volatility, typically performing best during extended bull markets.

• Active Investing – A tactical approach that adjusts positions based on market conditions, with the goal of preserving capital during market downturns.

Rather than choosing one over the other, we believe the best outcomes come from blending both active and passive strategies. This hybrid model helps create a smoother investment experience, reducing drawdowns while capturing long-term growth.

A Dynamic and Data-Driven Approach

We don’t pretend to predict the market—but we do prepare for its turns.

Our investment process is built on the understanding that markets rise and fall, though they trend upward over time. That’s why we employ dynamic asset allocation, using portfolio managers that shift between risk-on and risk-off positions based on quantifiable market indicators.

This disciplined process allows us to respond, not react—and to help our advisor partners navigate volatility with confidence.

Expect the Unexpected

We understand that markets are unpredictable. That’s why we’ve built a philosophy—and a firm—designed to adapt. At Black Swan Management Group, we don’t chase headlines. We follow the data, manage risk, and help advisors position clients for long-term success.