Put Your Bitcoin to Work.
Core Plus is an actively managed strategy for bitcoin holders, run by an SEC-registered advisor in partnership with Two Prime. The strategy seeks BTC-denominated returns and is designed for investors who want their bitcoin position actively managed rather than sitting idle. Specific return objectives, performance history, and detailed strategy materials are reviewed with qualified investors in a private conversation with our team.
Intro call to discuss the strategy, fees, and fit.
The Core Plus strategy involves a high degree of risk including loss of principal. Bitcoin is a volatile asset. Any return objectives, projections, or historical performance figures discussed in private materials or conversations with our team are objectives, not guarantees. Past performance, including simulated and backtested performance, does not predict future results. Available to accredited investors only.
You held through four halvings. Your bitcoin sat there.
You watched BlockFi collapse. Celsius. Genesis. Every yield product asked you to make the same trade: hand your bitcoin to a single counterparty, hope they didn’t rehypothecate it, and check every morning that they were still solvent.
That kind of dependence on a single counterparty is the risk most BTC holders we work with have tried to avoid for years. The result, for many, was leaving large positions completely idle through multiple cycles because the alternatives weren’t worth the operational and counterparty exposure.
Core Plus is what an actively managed bitcoin strategy looks like when an SEC-registered advisor sits on top of it, when custody is spread across institutional venues, and when the trading team came out of Goldman Sachs derivatives and convertibles. The strategy doesn’t remove risk. It changes the risks you’re taking.
The strategy can produce losses. Bitcoin returns can also produce losses when measured in U.S. dollars. Past performance does not guarantee future results.
Two strategies, run together.
Core Plus combines Two Prime’s funding-arbitrage book with their tactical options and futures book. The combination is designed to seek yield from inefficiencies in the bitcoin options and funding markets rather than from spot price appreciation. The strategy can still lose money, including principal.
Historical performance, monthly return tables, and the strategy’s stated return objectives are reviewed directly with qualified investors during an intro conversation with our team. We don’t publish those numbers on this page. They’re discussed in context, with the full risk disclosures, with someone from the team who can answer your questions.
Core book historical results referenced in our private materials are based on backtested performance, simulated with the benefit of hindsight, and do not represent actual trading. Aggressive book historical results are actual SMA composite returns across substantially similar strategies. Core Plus is materially different from either book on a standalone basis. Past performance, simulated or actual, does not predict future results.
How your bitcoin actually gets put to work.
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Onboard with DWP
Accredited investor verification, SMA account titled in your name or entity, and KYC handled through standard digital onboarding. DWP serves as your registered investment advisor with fiduciary obligations.
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Custody at institutional venues
Your bitcoin moves into institutional custody across Fidelity, Coinbase, and the strategy's other custody partners. You retain beneficial ownership. The strategy has trading authorization, not ownership.
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Two Prime runs the strategy
Two Prime executes the Core Plus book across both the funding-arbitrage and tactical options strategies. Daily reporting on positions and performance.
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Redemptions on a defined schedule
Monthly redemptions with 10 business days notice. 90-day initial lockup. This is not a daily liquidity product. The lockup is designed to give the strategy time to deploy and unwind positions without forced liquidations.
You have visibility into your holdings and the strategy’s positions throughout your time in the SMA.
How the strategy manages risk.
Two Prime built the Core Plus risk framework across three dimensions, reviewed continuously. The framework is designed to manage risk. It does not eliminate it. The strategy can lose money.
Investments in bitcoin and digital assets involve a high degree of risk including volatility, liquidity, cybersecurity, counterparty, and regulatory risks. The Core Plus strategy could lose money, including total loss of principal. The strategy’s risk framework is designed to manage these risks. It does not eliminate them. Investors should carefully consider these risks before allocating capital and should consult with their own legal, tax, and financial advisors.
Who Core Plus is built for.
Not the right fit? This strategy requires accredited investor status and a $500K minimum allocation. If you’re below that threshold, DWP offers other custody and advisory services that may suit your situation.
Reduced advisory fee for $1.1M+ allocations.
DWP’s management fee is reduced for deposits of $1.1 million or more. Specific terms are reviewed during the intro conversation.
Why the specifics are reviewed in conversation.
Investment advisers are bound by SEC marketing rules about how, when, and to whom we can present return objectives and historical performance. Core Plus is an active strategy with characteristics that need to be discussed in context, with the right risk disclosures, against your actual situation as an investor. We’ve found that a 20-minute conversation with someone from our team gives qualified investors a much clearer picture than a static document would.
In the call, we walk through the strategy’s targeted return range, the historical performance of both the underlying Core and Aggressive books, the fee mechanics in detail, the risk framework, and the redemption mechanics. You ask questions. We answer them. If the strategy fits, we move forward. If it doesn’t, you’ve spent 20 minutes and we’ve spent 20 minutes, and nothing is wasted.
No sales pressure. No automated drip emails. The call is the only step before the offering materials.
Talk before you allocate.
Request an intro conversation with our team. We’ll walk through the strategy’s specifics, the historical performance, the risks, and the fit for your situation. The call is the gate. Everything substantive is on the other side of it.
Prefer email first? Send us a question.
Request a conversation.
A member of our team will reach out within one business day to schedule an intro call.
By submitting, you agree to be contacted by Digital Wealth Partners regarding the Core Plus strategy. We do not share your information with third parties for marketing purposes. You can unsubscribe from any email we send.
⚠ Security warning. DWP will never request your seed phrase or ask you to send cryptocurrency outside of our official onboarding channels. Any communication asking for this is fraudulent. Report it to DWP immediately.
This page does not constitute an offer to sell or a solicitation of an offer to purchase any securities. Any offer or solicitation will be made only through definitive offering documents and in accordance with applicable securities laws.
Investments in bitcoin and other digital assets involve a high degree of risk, including volatility, liquidity, cybersecurity, counterparty, and regulatory risks. Investors should carefully consider these risks before investing. The Core Plus strategy could lose money, including total loss of principal.
Any targeted or expected returns, performance figures, or comparative metrics discussed in private materials or conversations with our team are objectives, not guarantees. Actual returns may differ materially and may be negative. Returns are denominated in bitcoin and will fluctuate with bitcoin price movements when measured in U.S. dollars.
Core Strategy historical returns referenced in our private materials are based on backtested performance using hindsight. Backtested results do not represent actual trading and may not reflect the impact of material economic and market factors on decision-making had they been deployed in real time. Aggressive Strategy historical returns reflect actual performance across SMA accounts following a substantially similar set of strategies, equally weighted. Core Plus is materially different from either Core or Aggressive on a standalone basis. Past performance, including simulated and backtested performance, does not guarantee or predict future results.
Digital Wealth Partners and Two Prime are both Registered Investment Advisers. Registration does not imply any level of skill or training. Please review DWP’s Form ADV Part 2A before investing.
This offering is available to accredited investors only as defined under SEC Rule 501(a).