A complete list of active advisors currently associated with HEDGEWISE

Warmer can help you find a great advisor at HEDGEWISE or one who fits your needs even better.

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.

To learn more about the advisors currently working at HEDGEWISE, 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.