A complete list of active advisors currently associated with FlexHedz Group LLC
Warmer can help you find a great advisor at FlexHedz Group LLC or one who fits your needs even better.
FlexHedz Group LLC provides discretionary portfolio management primarily to individual investors, including high-net-worth clients, and also accepts corporate or business entity accounts. The firm focuses on managing portfolios of equities, options and ETFs and conducts regular portfolio monitoring for ongoing advisory clients. Its investment process combines fundamental and quantitative analysis with modern portfolio theory, and the firm uses both short- and long-term trading, including long/short approaches and options strategies for growth and hedging. FlexHedz generally requires discretionary trading authority and delivers portfolio oversight and quarterly account reporting through the client’s custodian. Compared with many solo independent advisers, the firm is notable for explicitly serving corporate or business clients and for active use of equity and index options as part of its strategies. It is a recently formed, single-advisor RIA with roughly $17.6 million in assets under management, requires custody at its selected custodians, and maintains a written Code of Ethics and personal-trading policies to address potential conflicts.
To learn more about the advisors currently working at FlexHedz Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Katy, TX
| 2
|
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