HEDGEWISE
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hedgewise provides discretionary portfolio management for a range of client types, including individuals, retirement and non-retirement accounts, trusts, pension plans, and investment companies. The firm offers separately managed account structures and product-level options intended to serve both retail and institutional/pooled clients, and clients must permit the use of futures and options as a condition of service.
Investment decisions are driven by systematic, research-based quantitative and fundamental methods and are implemented through an intelligent managed-account framework that uses ETFs, ETNs, options, and futures. Portfolios are monitored and rebalanced by automated software, with features such as tax optimization, loss harvesting, and product-level risk customization (Alpha vs. Beta offerings) used to tailor implementation to client objectives.
Noteworthy practices that distinguish Hedgewise from many peers include its public presentation of hypothetical and actual performance information and its explicit use of derivative instruments (including naked options and futures) in client accounts. The firm also accepts institutional and pooled vehicles—uncommon among independent advisors—and requires clients not to impose restrictions on types of securities, reflecting a relatively centralized, derivative-capable implementation approach.
Client services
Expertise
Fee options
$100,000 - $1,000,000: 0.7% annually for Beta products, 0.9% annually for Alpha products $1,000,000 - $2,000,000: 0.6% annually for Beta products, 0.8% annually for Alpha products $2,000,000+: 0.5% annually for Beta products, 0.7% annually for Alpha products
Account minimum: $100,000 Minimum fee: Minimum monthly fee of $19.99 if calculated annual fee falls below this amount
Main office
San Diego CA
Advisors at this office
1
Most active in
California · New York
Also doing business as
Hedgewise · Hedgewise, Inc.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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