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Next Generation Investment Management
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Hedgeable Overview

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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.

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New York, NY 10003
800-785-7914
2009
Financial
Corporation
Private

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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.

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