Position Your Clients' Portfolios
Ahead of the Market – with Confidence.
Make Smarter, Risk-Adjusted Allocation Decisions:
Leverage Hedgeye's institutional-grade research to pinpoint opportunity, sidestep risk, and confidently adapt to Macro shifts before the market moves.
Why Successful Advisors Choose Hedgeye
Model Portfolios
You Can Trust
Four risk-tiered portfolios driven by dynamic, data-driven macro signals—not opinions.
Daily Dashboard,
Zero Guesswork
Everything you need to effectively allocate capital—updated daily in one clear view.
Monthly Portfolio
Strategy Briefings
See the process behind the portfolio—what we're changing, why it matters, and what to watch next.
Looking for an Edge to Better Serve Your Clients?
Find the Right Fit for Your Investment Style...
Built For Serious Money Managers
OUR INSTITUTIONAL CLIENTS
I run a $1B hedge fund, and rely on Keith's research & insights every day. Hedgeye is like an outsourced research arm, with top analysts & most importantly amazing quantitative macro insights. No one works harder than Keith to help investors compete against the Wall Street machine. He has a top quantitative mind and a rebel heart.Dan Rasmussen, Portfolio Manager, Verdad Capital
MARKET CALLS
Through the years, I have crafted and adopted an arsenal of tools that has seen me through to the other side, the most significant of which is the Hedgeye Process. I owe much of my returns and, frankly, my professional survival to Hedgeye... Hedgeye's hit rate on buy/sell calls is astonishingly high and the research product is deep and rich.Mike Taylor, Portfolio Manager, PINK Shares for the Cure
ANALYSTS
Hedgeye's products are a must whether you are managing your own investments or for others. We have been managing money for over 30 years (and thought we knew what we were doing ) but using Hedgeye's process and data really opened our eyes. We now know how little we really knew back then. It's has been life changing. We now sleep well at night!!John Pistilli, Managing Director, Forecast Capital Management LLC
ETFS COVERED
Hedgeye's commitment to protecting investors from significant financial downturns through its rigorous, data-driven approach is unparalleled. The diverse range of innovative products Hedgeye has created empowers the community to craft personalized risk management strategies, prioritizing capital preservation above all.Mitchel Krause, Managing Principal, Other Side Asset Management
ALERTS SINCE 2008
As a 38 year veteran portfolio manager who runs a global macro strategy, I have bought hundreds of thousands of dollars worth of research from all kinds of sources, and nothing even remotely compares to the value I get from Hedgeye's data and service. If they ever stop publishing, I'll have to retire rather than humiliate myself with some inferior knock-off or imitator.Marvin Snyder, First Vice President, HDS Financial Partners
INVESTORS
Unlike the often uninformative content from outlets like CNBC and Bloomberg, Hedgeye provides insightful, educational updates that really give me an edge in understanding the macroeconomic landscape. This helps me make informed decisions for my private and public investments, as well as my day-to-day business operations.Scott Newman, self-directed investor
The Process That Drives Smarter Portfolio Decisions
Our unique process connects top-down Macro with real-time market signals—so you can position portfolios with clarity, precision, and confidence.
STEP 1: GIP Model (Growth, Inflation, Policy)
We forecast the direction of over 40 global economies by measuring the rate of change in Growth and Inflation, along with expected policy responses from central banks.
STEP 2: The Four Quads Map
Each Quad corresponds to a targeted set of asset classes, sectors, and style factors. The Quad Map identifies the specific assets on which we run our final test: Risk Range™ Signals.
STEP 3: Risk Range™ Signals
Once we've identified the right assets, we apply our Risk Range™ Signals—which use price, volume, and volatility to determine timing. This final step supports risk-managed execution.
85% Cash: "Could Market Crash? Definitely"
July 31, 2008
Preserving & Protecting Capital Before The Collapse
The Great Financial Crisis of 2008 triggered the worst economic downturn since the Great Depression, wiping out trillions in wealth, collapsing major financial institutions, and reshaping investor psychology for a generation. Hedgeye subscribers avoided the pain – with CEO Keith McCullough telling subscribers to go to 85% cash in the Early Look.
Frequently Asked Questions
What does Hedgeye offer to help improve performance and decision-making for RIAs?
Capital Allocation Pro is built for long-term investors like RIAs, family offices, and other fiduciaries. It helps you make more confident capital deployment decisions using Hedgeye's proven Macro process, Risk Range Signals, and portfolio guidance from David Salem.
What's included:
- Four model portfolios matched to different risk profiles
- Daily dashboards to inform positioning
- Commentary on key macro trends and market risks
- Monthly video briefings to walk through portfolio shifts and the rationale behind them
How does Capital Allocation Pro use Hedgeye's macro process?
Who leads Capital Allocation Pro?
What if I also make tactical short-term moves for clients? Can this still help?
How often is Capital Allocation Pro updated?
Contact Us
We’ll help you identify the right Hedgeye solution for your clients and your process.
You can reach us anytime via [email protected] or 203-562-6500