Hedgewise

Overview

Hedgewise is a small, individually owned registered investment adviser that centers its practice on active portfolio management for private clients, pooled vehicles and institutional or business accounts. The firm’s stated preference is equities: public, exchange-traded instruments make up the bulk of assets under management and drive allocation and trading activity. Compensation is fee-based, charged as a percentage of assets under management, and the firm operates with a largely discretionary mandate on client assets. Trading and custody through Interactive Brokers points to a setup that supports direct access to exchange-traded securities and liquid ETF markets. That infrastructure fits an investment approach that uses exchange-traded equities as the core building blocks for client portfolios, supported by targeted allocations to non-traditional exposures such as commodities when the strategy calls for diversification or hedging.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices