“Forewarned is forearmed.”
— English proverb
Brad Hessel is an investment advisor registered with the state of North Carolina (USA). With a background in history and simulation design, he worked in information services for First Boston and Credit Suisse in the 80s and 90s and ultimately moved into the knowledge management field. He has managed funds for family and friends informally for thirty years. In 2003, he took on a knowledge management client who was planning to start a macro-based hedge fund. Work in support of that client demonstrated the potential of using a macro-based investment strategy both to produce a superior return on investment and to explain to clients the effects of macro trends on their lives, apart from their 401K balances. In 2006, Brad passed the Series 6 exam and registered as an investment advisor in the State of North Carolina. The Intelledgement Macro Strategy Investment Portfolio (IMSIP) was initiated 31 December 2006.
“We started Intelledgement to have a positive impact on people’s lives. There are lots of profitable investment strategies,” states Hessel. “But we employ a macro strategy approach because in addition to superior long-term returns, it affords insight with respect to how geopolitical events and technological innovations may impact the lives of our clients, both financially and otherwise. Our prime objective is to hedge the capital under management to reduce the chances of adverse impacts from disruptive events, if not actively profit from them. We also believe that our focus on macro-level events can afford our clients the opportunity to foresee—and hopefully avoid—other effects such disruptive events may have on their lives.”