You want exposure to digital assets without it becoming a second job. We run model portfolios and separately managed accounts with periodic rebalancing, proper documentation, and the kind of reporting your accountant expects. Cost basis tracking and year-end tax packages included.
We place your digital assets with qualified custodians using cold storage, multi-signature controls, and insurance coverage. Get access to segregated accounts and retain legal ownership at all times.
Digital assets create tax events, complicate estate plans, and change your risk profile. We coordinate with your CPA and attorney to make sure the crypto piece fits into everything else. Tax timing, Roth strategies, estate planning, and a written investment policy that updates as life changes.
Our partners have been in crypto for years and they build strategies based on experience.
Personalized strategies aligned with your goals and risk tolerance.
We're committed to security, regulatory compliance and transparent communication.