Hedgeable Overview
Hedgeable is a high-tech national investment management and advisory firm.
The firm positions itself as a more sophisticated alternative to other national firms such as Vanguard, Schwab, and Merrill Lynch, via its risk management focus. Hedgeable employs a freemium business model and offers managed account programs for retirement and high-net worth investors.
Hedgeable’s client signup and...More»
Hedgeable is a high-tech national investment management and advisory firm.
The firm positions itself as a more sophisticated alternative to other national firms such as Vanguard, Schwab, and Merrill Lynch, via its risk management focus. Hedgeable employs a freemium business model and offers managed account programs for retirement and high-net worth investors.
Hedgeable’s client signup and account funding is completed through an online interface. Once accounts are funded, clients gain access to Hedgeable’s technology platform. On this platform, clients can view live analytics on their account(s), access one click reporting, add/withdraw money, change their account’s allocation, or video chat live with a Hedgeable investing rep from the comfort of their home. Hedgeable has developed dozens of technology systems and hundreds of algorithms.«Less
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Products
| Name: | Hedgeable High-Net Worth Investing Program |
| Product URL: | https://www.hedgeable.com/products/high-net-worth-program |
| Date Launched: | 01/2011 |
| Description: | Investing Program targeting wealthier investors which includes more sophisticated alternative and alpha generating strategies. |
| Name: | Hedgeable 401(k) Plan Program |
| Product URL: | https://www.hedgeable.com/products/401k-program |
| Date Launched: | 01/2011 |
| Description: | Investing Program for 401(k) plan sponsors targeting small to medium sized businesses where Hedgeable acts as the Investment Manager on the plan. |
| Name: | Hedgeable Retirement Free Program |
| Product URL: | https://www.hedgeable.com/products/retirement-free-program |
| Date Launched: | 06/2011 |
| Description: | Diversified ETF portfolio tailored to an investor's profile, with no management fee paid to Hedgeable. No risk management in the account. |
| Name: | Hedgeable Retirement Plus Program |
| Product URL: | https://www.hedgeable.com/products/retirement-program |
| Date Launched: | 01/2011 |
| Description: | High quality risk managed retirement accounts offered by Hedgeable for a small management fee. |
| Name: | Hedgeable Manager Select Program |
| Product URL: | https://www.hedgeable.com/products/manager-select-program |
| Date Launched: | 09/2011 |
| Description: | Diversified third-party mutual fund portfolios tailored for an investor's profile, constructed with Hedgeable's proprietary mutual fund rating technology. |
Competitors
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Fisher Investments
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Charles Schwab
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Raymond James
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Edward Jones
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Merrill Lynch
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Personal Capital
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Vanguard
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Fidelity
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09/12/2011 06:08PM by hedgeable
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