HedgeCoVest has added another six models to its hedge fund mirroring platform giving RIAs access to over 40 hedge fund products.
HedgeCoVest’s technology enables advisors to include hedge fund strategies in all their client’s investment portfolios, regardless of accreditation status, while providing intra-day liquidity and security level transparency. All HedgeCoVest clients receive the security benefits of separately managed accounts, while paying only one flat fee and receiving 1099s at the end of the year.
“Today’s advisors need access to uncorrelated products, like hedge funds, in order to manage their client’s portfolios in the face of increased market volatility and to protect against downside market movements,” says Evan Rapoport (pictured), CEO of HedgeCoVest. “HedgeCoVest provides easy, one-step access to many hedge fund strategies, regardless of a client’s net worth. Best of all, no incentive fees or K-1s.”
The new HedgeCoVest models are comprised of equity and option-based strategies, and include the Kovitz Hedged Equity Model, Brookdale Defensive Long-Only Model, Pension Partners Tactical Exposure Model, Raif Natural Resources Model, Val Vista Small Cap Model, and Van Hulzen Covered Call Model.
“We have been impressed with the HedgeCoVest platform’s technology and we are excited to begin our working relationship,” says Mitch Kovitz, CEO Kovitz Investment Group.
HedgeCoVest helps RIAs create customised portfolio solutions on behalf of their clients for as little asUSD$30,000. The platform is a turnkey solution offering unparalleled portfolio flexibility, and bespoke investment solutions to meet investor’s specific investment objectives. HedgeCoVest’s comprehensive white label functionality is also available at no additional cost to qualifying clients.
