A complete list of active advisors currently associated with Hedged Private Wealth
Warmer can help you find a great advisor at Hedged Private Wealth or one who fits your needs even better.
Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth individuals, and small businesses, and also acts as a sub-advisor to third-party advisors. The firm conducts educational seminars and workshops for the public (often no-cost) in addition to ongoing portfolio management and generally charges percentage-of-assets fees for managed accounts. The firm implements client-specific investment programs documented by risk tolerance and investment policy statements and exercises discretionary trading authority for execution. While it commonly uses index ETFs and no‑load mutual funds, it also employs technical, fundamental, and cyclical analysis and may use derivatives, options, margin, and other complex instruments in separately managed accounts for hedging, tactical trading, and arbitrage strategies. Noteworthy distinctions include the use of incentive (performance-based) fee arrangements for some clients and that firm principals participate in those arrangements, a practice that is uncommon among supported peers. Firm principals also maintain affiliated insurance consulting activities (limited to a small portion of their time) and the firm does not accept client-imposed restrictions on investments because many strategies rely on pooled vehicles whose underlying holdings cannot be selectively excluded.
To learn more about the advisors currently working at Hedged Private Wealth, 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 |
|---|---|---|
Metairie, LA
| 0
| |
Metairie, LA
| 8
| |
Metairie, LA
| 12
| |
Metairie, LA
| 2
|
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