HEDGECOVEST LLC
WEST PALM BEACH, FLORIDA

HedgeCoVest started like many great ideas: from the frustration of the status quo and ingenuity to create a better solution. We then set out to address and solve these tribulations using a technological solution in a way that did not exist in the marketplace. By creating a seamless technology that integrates directly into an investment manager’s trading systems and counterparties, and removing the fund structure limiting investor participation, we achieved a turnkey solution for managers to access a whole world of new, prospective investors. Furthermore, we achieved this is with no additional operational or marketing burden on the investment firm. The same technology also met investor demand by creating a more advantageous method for investors to access alternative strategies, and HedgeCoVest was born. The HedgeCoVest technology led to the creation of a unique investment platform by returning the control and transparency of investment management back to the investor. Better yet, we were able to do this with alternative investments, and then apply our technology to offer several traditional investment strategies through the same single brokerage account. Since our launch, HedgeCoVest has built its own investment platform and tied into some of the industry’s largest custodial firms. We have also deployed our technology through various outlets to provide firms with a white-labelled, turnkey managed account solution for their clients. Today, HedgeCoVest is the largest provider of traditional and alternative strategies combined in a single brokerage account. SMArtXChange is the next evolution in managed accounts technology, catering exclusively to wealth advisors. The platform provides a single interface to manage traditional and alternative investment strategies through a UMA/SMA structure. SMArtXChange is the only platform providing advisors access to long only, long/short, short only, and options strategies through a single brokerage account. We provide this access with low minimums, flat fees, and the benefits of real-time performance reporting and intra-day liquidity. SMArtXChange provides information on the firm, strategy, personnel, and performance, enabling informed decisions based on qualitative and quantitative metrics. Real-time portfolio pricing and reporting provides a current value of each strategy and the entire investment portfolio at any time of the day. That means there’s a friendly live human ready to answer your questions about their product or service.