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Start An RIA

A registered investment advisory business can be a great solution for industry professionals who want to manage client assets. The HedgeCo Consulting Group has years of experience in starting registered investment advisors. Companies can consult with our team to launch their own RIA and start serving clients in as little as a few weeks.

HedgeCo's Start Up Consulting Group start-up process will include:

  • Initial consultation
  • Detailed business plan
  • State and SEC filings
  • Drafting of your disclosure statement
  • Compliance Issues
  • Completion of your Policies and Procedures Manual
  • Risk management assessment
  • Advice on operating structure
  • Complete Chief Compliance Officer training
  • A marketing plan for your business