Risk Parity Overview
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Risk Parity Outperforms

Like an ETF. But Better.

  • We directly manage your portfolio with low fees and $0 commissions
  • More tax efficient and flexible than an ETF or mutual fund
  • Year-to-date return of 7.2%
  • Risk-balanced, crash protected
  • Schedule a free consultation today

Build A Better Portfolio

More intelligent

Balance assets to stabilize returns

Risk managed

Shifts investments based on market conditions

Lower costs

Fees as low as 0.5% annually

See real-time performance.
Hedgewise is deeply committed to providing its clients with better investments and 100% transparency. We benchmark our Risk Parity strategy in real-time to make it easy to see its benefits. We also offer a number of other investment products that clients can add to their mix.
Products CAGR YTD MTDVol.Max Loss
Risk Parity+11.3%7.2%-2.3%11.2%-19.9%
Momentum22.6%2.0%-1.2%18.7%-30.7%
S&P 50010.4%14.8%-2.9%14.4%-55.0%
ALL
MTD
YTD
Returns are cumulative within this timeframe. All commissions and fees included.
Historical performance is based on hypothetical models which are broadly consistent with those currently being used in Hedgewise client portfolios. Models rely on publicly available prices, assume dividends are re-invested, and include an estimate for all fees and commissions. Hedgewise may occasionally update these models, and the associated data shown here, when determined to be in the best interest of its clients.

There is no guarantee any investment mix will perform in a predictable manner. Investing involves risk, including the risk of loss.

Read Full Disclosure
Invest more. Worry less.
Our Risk Parity framework gives you better peace of mind by intelligently managing market bubbles and crashes. This strategy has yielded superior risk-adjusted performance in nearly every decade that can be measured. Our risk management framework automatically protects you from downturns without sacrificing long-term returns.
Balanced Investing
Most investors are overexposed to the stock market, and vulnerable to losing more than 50% of their savings in a crash like 2008. Risk Parity balances your portfolio across every major asset class, which automatically protects you from individual market crashes and leads to more stable returns in any environment.
Risk Aware
Our state-of-the-art risk management system uses a mix of fundamental and quantitative methods to intelligently adjust your portfolio depending on current market conditions. As the risk of a crash in any asset class increases, we automatically reduce your exposure. We take into account every contingency, from near-zero interest rates to presidential elections to real estate bubbles.
Control Your Returns
Since different investors have different goals, we offer our Risk Parity strategy at different levels of expected risk and return. You can choose a conservative mix or an aggressive one while maintaining a risk-optimized portfolio and avoiding overexposure to any single asset class. This gives you unprecedented control, and allows you to more precisely match your personal goals with your investment portfolio.
Managed Account Structure
We manage your investments for you directly in your brokerage account, which is fully SIPC insured and 100% transparent. Our custodian, Interactive Brokers, is consistently one of the top-rated brokerages in the country and provides access to best-in-class execution. You simply give Hedgewise permission to make trades on your behalf, and we take care of the rest. We can manage both retirement and non-retirement portfolios.
Lower Cost
We charge a flat annual fee as low as 0.5%. Hedgewise pays for all trading commissions, and there are no performance fees, sign-up fees, termination fees, monthly minimum fees, or IRA maintenance fees. We also automatically include tax-loss harvesting services when appropriate. It's simply a better product, and we're confident that you'll agree.
Higher Returns. Proven Results.
Schedule your free consultation today and access smarter investing.
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