Investment Management
Wedbush’s mission is to deliver innovative investment strategies that complement traditional portfolios, foster long-term relationships, and empower clients with diversified, resilient solutions.
Portfolio construction continues to evolve. What began as straightforward stock and bond allocations has expanded to include alternatives and non-traditional assets. As beta becomes widely accessible, generating alpha through active management defines investment success.
Our Solutions
Alpha
Investments with differentiated alternative strategies seek to complement traditional equity and fixed-income investments by providing additional sources of return and added risk diversification.
Beta
Wedbush ETF strategies are actively and passively managed funds (ETFs) across which investors can adjust exposure to different asset classes based on market conditions. They are designed to be low-cost, diversified, and responsive to market changes.
Cash
Provides services that actively monitor and optimize a client’s cash flow by utilizing real-time data analysis, predictive modeling, and flexible strategies to ensure optimal liquidity.
Our Network
Global Family Offices
Our family office clients are provided with investment opportunities normally reserved for institutional investors, providing a breadth of products for unique investment strategies.
Wedbush Wealth Management
We leverage a strong network of financial advisors who are knowledgeable and trustworthy, advising clients on access to sophisticated investment options and services.
RIA Networks
We offer products and services to groups of independent financial advisors who are SEC registered, providing investment advice and managing client portfolios.
Our Approach
Our investment philosophy combines innovation and prudence, offering solutions that enhance diversification and strengthen long-term performance.
- Alternative strategies tailored to evolving markets
- Focus on complementing traditional portfolios
- Enhancing risk-adjusted returns
- Prioritizing diversification
Wedbush Fund Advisers
Wedbush Funds is the ETF platform managed by Wedbush Fund Advisers, launched in 2024 to extend the firm’s 70-year legacy of insight and innovation. Focused on high-impact themes like artificial intelligence and next-generation technologies, the platform delivers research-driven, transparent, and accessible ETF solutions for long-term growth.
Backed by an experienced team, Wedbush Funds combines fundamental research with disciplined portfolio construction to offer relevant and differentiated products for modern investors.
Alternative Investments
Wedbush is a top liquidity provider for NASDAQ stocks and a member of all major U.S. exchanges. We offer an array of global trading execution services for most stock, bond option, and derivative securities.
Managed Futures Funds
Wedbush is a top liquidity provider for NASDAQ stocks and a member of all major U.S. exchanges. We offer an array of global trading execution services for most stock, bond option, and derivative securities.
Potential to Profit in a Variety of Market Condition
Managed futures trading Advisors can generate profit in both increasing or decreasing markets due to their ability to go long (buy) futures positions in anticipation of rising markets or go short (sell) futures positions in anticipation of falling markets.
This ability, coupled with its low correlation with most traditional asset classes, has resulted in managed futures funds performing well relative to traditional asset classes during adverse conditions for stocks and bonds.
Transparency
Managed futures strategies are based on exchange-traded futures markets, allowing for real-time access to market prices, reporting, and analytics, including on the public websites of futures exchanges. Daily statements reflect the market value of your managed accounts, allowing you to track and see every trade.
Private Equity Funds
Through Wedbush Capital Partners, we also offer private equity fund opportunities to high-net-worth investors that focus on recapitalizations, growth investments, and management-led buyouts of lower-middle-market companies based in Southern California.
Diversification
Managed futures are highly flexible financial instruments traded on many regulated financial and commodity markets worldwide. By broadly diversifying across global markets, managed futures can simultaneously profit from price changes in stock, bond, currency, and money markets, as well as from diverse commodity markets that have low correlation with traditional asset classes, such as stocks and bonds.
Managed Account Structure
Unlike a hedge fund, CTA managed futures strategies are set up in your name and traded on your behalf. This provides you with access to all statements and trading information directly from the clearing firm. This differs from most hedge funds, which have a lock-up period. Futures accounts allow you to liquidate your account and receive your funds in as little as two business days.
Managed Futures Funds
Wedbush is a top liquidity provider for NASDAQ stocks and a member of all major U.S. exchanges. We offer an array of global trading execution services for most stock, bond option, and derivative securities.
Potential to Profit in a Variety of Market Condition
Managed futures trading Advisors can generate profit in both increasing or decreasing markets due to their ability to go long (buy) futures positions in anticipation of rising markets or go short (sell) futures positions in anticipation of falling markets.
This ability, coupled with its low correlation with most traditional asset classes, has resulted in managed futures funds performing well relative to traditional asset classes during adverse conditions for stocks and bonds.
Transparency
Managed futures strategies are based on exchange-traded futures markets, allowing for real-time access to market prices, reporting, and analytics, including on the public websites of futures exchanges. Daily statements reflect the market value of your managed accounts, allowing you to track and see every trade.
Private Equity Funds
Through Wedbush Capital Partners, we also offer private equity fund opportunities to high-net-worth investors that focus on recapitalizations, growth investments, and management-led buyouts of lower-middle-market companies based in Southern California.
Diversification
Managed futures are highly flexible financial instruments traded on many regulated financial and commodity markets worldwide. By broadly diversifying across global markets, managed futures can simultaneously profit from price changes in stock, bond, currency, and money markets, as well as from diverse commodity markets that have low correlation with traditional asset classes, such as stocks and bonds.
Managed Account Structure
Unlike a hedge fund, CTA managed futures strategies are set up in your name and traded on your behalf. This provides you with access to all statements and trading information directly from the clearing firm. This differs from most hedge funds, which have a lock-up period. Futures accounts allow you to liquidate your account and receive your funds in as little as two business days.