Investment Management
Wedbush offers a broad suite of investment solutions for both individual and institutional clients, including stocks, bonds, mutual funds, fixed income products, and alternative investments.
Our Advisors work closely with you to build a strategy aligned with your risk profile, combining traditional assets and alternative options as appropriate to create a diversified portfolio tailored to your long-term goals.
Investment Solutions
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.
Alpha One Asset Management
Alpha One Asset Management is a Wedbush-affiliated firm providing tailored investment solutions for global family offices, wealth managers, and RIAs. Its offerings span alternative strategies, active and passive ETFs, and cash-management solutions designed to complement traditional portfolios.
With a seasoned team focused on innovation and prudent risk-adjusted returns, Alpha One blends fundamental research, flexible allocation tools, and access to public and private markets to deliver diversified and resilient investment opportunities.
Mutual Funds,
ETFs, & UITs
Wedbush Securities provides access to over 450 Fund Families, with availability exceeding 15,000 “open-end” funds across a broad spectrum of investment categories.
Whether your goals are purely growth-driven, sector-focused, or designed to build long-term capital for education, our Advisors can help navigate the variety of fund plan options.
Featured Fund Options:
Stock Funds
A wide array of stock funds is available from all categories. These come in multiple varieties and share classes to meet your individual needs.
Bond Funds
Several types of bond funds are available, ranging from U.S. Government to Emerging Market Debt.
Stock Funds
Unlike strictly stock or bond funds, which can have a singular investment focus, Wedbush also offers access to a multitude of unique and varied mutual funds—some even focused on a specific industry.
Closed-End Funds
Wedbush clients can purchase closed-end funds from any category or sector they wish and can typically trade them like common stocks.
Education funds:
529 Plans
529 plans are tax-advantaged investment vehicles sponsored by each state, typically built on mutual funds. Wedbush clients can access any state’s plan to help efficiently save for future education costs.
ETFs & UITs:
Exchange Traded Funds (ETFs)
Wedbush offers access to virtually all ETFs, providing diversified baskets of stocks that track key indexes, sectors, or regions by delivering broad market exposure in a single tradable security.
Unit Investment Trusts (UITs)
Wedbush is a distributor of Unit Investment Trusts. These focus on market sectors, corporate bonds, treasury bonds, and more.
Stocks & Bonds
Wedbush Securities Advisors can recommend an appropriate allocation mix of stocks and bonds to meet your short and long-term investment goals within the framework of your individual risk profile.
Wedbush offers clients a broad range of tools and resources across a full spectrum of investment styles with varying risk and returns. Additionally, our research department provides insights to support the evaluation and examination of market opportunities.
Stocks
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.
- Share Class Bonds
- Preferred Stock
- Common Stock
- Treasury Bonds U.S. Gov’t
- Share Class Bonds
- Preferred Stock
- Common Stock
- Treasury Bonds U.S. Gov’t
Bonds
Wedbush is also one of the largest municipal securities originators on the West Coast. We offer a complete line of fixed-income products, including U.S. Treasury securities, government securities, municipal bonds, corporate bonds, mortgage-backed securities, and certificates of deposit.
- High-yield Corporate Bonds
- Foreign Bonds
- Mortgage-backed Bond
- Municipal Bonds
- Investment-grade Corporate Bonds
- High-yield Corporate Bonds
- Foreign Bonds
- Mortgage-backed Bond
- Municipal Bonds
- Investment-grade Corporate Bonds
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.