Riskhedge Analytics is an investment advisory firm founded in 2018 and based in Elkridge, Maryland. Riskhedge specializes in providing discretionary and non-discretionary portfolio management services to individuals, trusts, investment companies, and pension plans. The firm uses proprietary investment strategies based on fundamental, technical, and quantitative analysis, often employing a long-term buy-and-hold philosophy alongside tactical hedging using derivatives when appropriate. Riskhedge tailors its services to each client based on their risk tolerance and time horizon, monitoring accounts on an ongoing basis and conducting quarterly reviews. Clients can choose between an annual management fee based on the value of their portfolio or an annual performance-based fee, provided they meet certain wealth or account minimum requirements. Riskhedge operates as an independent firm with no material affiliations with broker-dealers, banks, or insurance companies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Riskhedge Analytics charges an annual management fee of 3.00% of assets under management, or alternatively a performance fee of up to 20.00% on capital appreciation for clients with a net worth of $1 million or an account value of $500,000 or greater. Fees are negotiable.