Hedgewise Inc. Information

Our Mission To create investment products that drive higher and more predictable returns for clients by solving structural inefficiencies in the marketplace. We see these inefficiencies everywhere, and in lots of shapes and forms. A few examples include: - Innovative new strategy frameworks that many investors cannot access - Mutual funds charging for little (or negative!) value-add - ETFs dramatically underperforming their stated benchmarks - Commissions and taxes consistently eating away at returns Each of our products is built to transparently and systematically solve one or more of these problems. Our Structure We are accomplishing this via an intelligent "managed account" structure that allows us to develop and launch new funds with little to no friction. As a result, we can offer all of our products to clients at a single low fee and with zero trading commissions. It's a bit like getting custom ETFs built for you in your portfolio that generally outperform competitive benchmarks and come with lots of other individualized benefits. About Us The founder and owner-operator of Hedgewise, Lee Tobey, has worked at one of the largest hedge funds in the world and seen first-hand how traditional portfolio management techniques have become antiquated. His vision for the future is one in which best-in-class strategies already trusted by the smartest institutions are easily accessible, transparent, and low cost. Mr. Tobey leads a small team that is leveraging technology to bring this investment platform to life without the need for hundreds of data analysts and traders. Who We Help We are pleased to already be working with individuals, investment advisers, and family offices.