Many people fall into the "collecting" trap once they become comfortable investing in crypto, rather than seeing each holding as an investment. Categorizing cryptocurrencies and tokens is the basis for creating proper asset allocation, diversification and risk management strategies to achieve your objectives - and we can help.
Probably the biggest pain point for clients is understanding the nuances of crypto taxation, having systems in place to relieve much of the record keeping and applying advanced tax planning techniques to minimize taxes.
Self-custody is a double-edged sword: with great power comes great responsibility and we can make sure that your particular setup caters to your needs and comfort level. Ensuring that there is a plan in place for passing those assets on to loved ones is equally important although often overlooked.
For those that do not have the time or desire to invest in cryptoassets themselves we offer a complete investment solution from portfolio construction to rebalancing and ongoing monitoring so we can make sure your portfolio adjusts to your objectives.
Many Cryptoassets have a function or utility, sort of like apps on your phone or even tech startups using a token rather than stock.
As an asset class, Crypto has had varying levels of correlation with traditional stocks and may help with your overall risk/return profile.
Given the inherent volatility, actively tax managing investments can add tax flexibility and maximize after-tax returns.
Cryptoassets are not suitable for all clients, financial situations or objectives. Prior to advising on any Cryptoassets, clients will be required to go through a detailed suitability screening process.