Flexhedz Group LLC

Overview

Flexhedz Group LLC is a small, equity-focused registered investment adviser that manages portfolios for individuals, families and small institutions. The firm runs discretionary programs and charges clients on a percentage-of-assets basis. Its stated advisory activity centers on portfolio management for individuals and small businesses, and its reported preferences show a clear tilt toward exchange-traded equities and equity-centric strategies. Investment activity appears concentrated: the firm favors liquid, publicly traded securities and uses externally managed mutual funds to complement direct equity exposure. Flexhedz Group is not an active ESG investor and does not position itself as a pension consultant or multi-state adviser; its operations are tightly scoped to direct portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices