Hedgewise

Overview

Hedgewise is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its advisory services span discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutional clients. Hedgewise reports it is not an active ESG investor and is not structured as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices