The Advisor's
Investment Portfolio Solution

The HedgeCoVest UMA/SMA platform seamlessly integrates with your advisory firm, making it easy to customize and allocate to long only, long/short, and options strategies for all of your clients.

SALT SECTION

HedgeCoVest's technology delivers securities directly into each investor's separately managed account, providing secure, liquid, transparent access to investment strategies.

Separately managed accounts are one of the most secure ways to invest.

Security

Allocate to investment strategies typically reserved only for institutional investors.

Access

Intra-day liquidity. No lock ups, no penalties.

Liquidity

We trade the actual fund positions within your client's brokerage account.

Transparency

A Turnkey Solution For Customized Traditional, Long/Short, and Options Portfolios.

The current model for allocating to investment portfolios is restricting advisor’s access to alternatives and complicates the creation of multi-strategy portfolios. HedgeCoVest delivers the daily liquidity your clients require and the transparency you need, with the simplicity of purchasing a security.

8 BOXES

HedgeCoVest offers advisors unparalleled portfolio flexibility and bespoke investment solutions to meet each investor’s objective.

All strategies are run by investment managers who are RIAs and subject to HedgeCoVest’s comprehensive due diligence process.

Institutional Money Managers

HedgeCoVest enables you to create customized multi-manager portfolios based on specific investment objectives.

Custom Portfolios

Our proprietary asset allocation and optimization tools assist in the creation of unique investment portfolios for each of your clients.

Investment Tools

We provide comprehensive information on a firm’s philosophy, strategy, personnel, and historical performance, enabling informed decisions based on qualitative and quantitative metrics.

Research

HedgeCoVest is the engine behind your investment allocations. We can create fully customized, white label products to present to your clients.

White Label Functionality

Investing in an investment strategy is just as simple as buying a stock. There are no PPMs, subscription documents, or terms to limit your investment options.

Real-time Allocations

Real time portfolio pricing and strategy allocation reporting provides a current value of each strategy and the entire investment portfolio at any time of the day.

Live Reporting

Through HedgeCoVest’s custodians, clients receive consolidated tax reporting shortly after the year end.

Simple 1099 Tax Reporting

Why HedgeCoVest?

Advisors can now research and invest in both correlated and non-correlated investment strategies to more effectively structure portfolios and meet investment objectives. HedgeCoVest provides unparalleled, easy, one-step access to a full menu of long only, long/short, and options strategies, regardless of a client’s net worth. Best of all, no incentive fees and no K-1’s.

6 BOXES

Expand your investment options and differentiate your client’s portfolios with alterative products.

Retain more client assets by providing a managed hedge fund allocation instead of your clients allocating directly to private placements at a different custodian.

Grow Your Business

Position level transparency and real time liquidity provide the most flexibility in managing client assets.

Actively Manage Portfolios

Our alternative strategies invest in liquid stocks and options, but typically utilize less correlated strategies that are differentiated from high beta products.