Hedgeable is an asset management firm based in New York that aims to protect portfolios from losses through risk management strategies without using derivatives, shorting, or leverage. It believes portfolios can be "hedged" to capture upside while limiting downside. Hedgeable's tactical approach uses multi-asset class exchange-traded funds to fill investors' need to limit downside risk when investing. Backtests show its Dynamic U.S. Equity strategy grew a $10,000 investment to $33,225 from 2001 to 2014, outperforming the S&P 500.

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Hedgeable is a national, independent
Asset Management firm based in New
York City. We have revolutionized the
asset management industry with our next
generation risk managed investing products
and disruptive investment technology. The
meaning of our name is simple. We believe
any portfolio can be “hedged” and protected
from the tremendous losses that were seen
during the financial crisis. This can be done
without the use of derivatives, shorting, or
leverage. We hope you will join us on our
mission to change the way America invests.
Hedgeable’s investment philosophy is built
for a post financial crisis world. Investors
must be able to capture most of a market’s
upside, while eliminating most of the
downside. Long-term account growth
through a full market cycle can only be
achieved by limiting max drawdowns, daily
volatility, market beta, and correlations.
Studies show limiting downside is the
biggest thing investors are concerned
about when investing. Hedgeable’s tactical
approach to managing money fills this need.
Multi-Asset Class Proprietary Managed Account Platform
General disclaimer:
*Hedgeable Sample Model Strategy: Dynamic U.S. Equity ETF, Backtest Start Date: 06/30/2001, Inception Date: 04/15/2011, chart shows 6/30/2001 to 6/30/2014
Model analytics may differ from actual client performance due to differences in trade execution prices and times. Backtesting is the process of evaluating a core strategy by applying it to historical data. Backtested performance results are hypothetical
and have inherent limitations. Hedgeable makes no representation that any strategy will achieve performance similar to any backtested performance results. Past performance is no indication or guarantee of future results. Performance results: (i) do
not reflect the deduction of any management fees or trading commissions; (ii) are not based on actual trading and do not reflect any market impact of buying and selling securities, trade timing and security liquidity; and (iii) reflect prices that are
fully adjusted for dividends and corporate actions (e.g., stock splits). The strategy invests primarily in exchange traded funds (ETFs). Investors should consider the underlying funds’ investment objectives, risks, charges and expenses carefully before
investing. The strategy is subject to management risk and an investor’s return and principal value of investment may fluctuate, so that an investment, when liquidated, may be worth more or less than their original investment. ETFs trade like stocks
and may trade for less than their net asset value. Overall market risk, including volatility, may affect the value of the individual instruments in which the strategy invests. There will be brokerage commissions associated with buying and selling ETFs
unless trading occurs in a fee-based account. Performance results are presented in US dollars, are net of ETF fees, are gross of management fees of Hedgeable, and reflect the reinvestment of dividends and capital gains. Actual fees may vary based
on, among other factors, account size and custodial relationship. No current or prospective client should assume future performance of any specific investment strategy will be profitable or equal to past performance levels. All investment strategies
have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a portfolio. Historical performance results for market
indices generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors,
market conditions and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Hedgeable is registered as an investment adviser with the United States
Securities and Exchange Commission (SEC). Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the Adviser has attained a particular level of skill or ability.
Data source: Morningstar Direct
About Us
Investment Philosophy
Why invest in
MARKETS
when they are
going down?
Join Us as we break the chain of traditional investing
LOW
BETA
LOW
VOLATILITY
HIGH
ALPHA
LOW
FEES
401 Park Ave. South 8th Fl. New York, NY 10016 800-785-7914
info@hedgeable.comwww.hedgeable.com
Why be exposed to
high volatility
and
DRAWDOWNS?
Why not only
INVEST
in markets as they
appreciate?
LONG-TERM INVESTMENT THEORY IS FUNDAMENTALLY BROKEN
Our team has decades of experience with
the world’s top investing firms:
• Bridgewater Associates
• OppenheimerFunds
• Cambridge Associates
• Deutsche Asset & Wealth Management
• McKinsey & Company
• S&P Capital IQ
• Spruce Private Investors
Our Background
Dynamic Conservative ETF
Dynamic Moderate ETF
Dynamic Aggressive ETF
Dynamic U.S. Equity ETF
Dynamic Technology Stock
Tactical Large-Cap Stock
Tactical Small-Cap Stock
Tactical Emerging Market Stock
Tactical All-Asset ETF
Tactical Commodity ETF
LOW
DRAWDOWNS
Investment Growth
Time Period: 6/30/2001 to 6/30/2014
2002 2004 2006 2008 2010 2012 2014
5,000.0
10,000.0
15,000.0
20,000.0
25,000.0
30,000.0
35,000.0
Dynamic U.S. Equity ETF 33,225.0 S&P 500 16,009.5
Sample Hedgeable Strategy: Investment Growth of $10,000*
Dynamic U.S. Equity ETF $33,225S&P 500 $16,009