16 April

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Digital Wealth Partners Announces New Partnership Models for RIAs to Access Digital Asset Expertise

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Digital Wealth Partners (DWP), a provider of digital asset investment solutions, announces the launch of partnership models designed for Registered Investment Advisors (RIAs). Responding to increasing client interest in digital assets, DWP has developed collaboration options that align with the goals, capabilities, and regulatory considerations of advisory firms. Partnership Models for RIAs DWP offers three primary collaboration approaches for RIAs: Sub-Advisory Relationship: DWP manages a digital asset sleeve or portfolio on a sub-advisory basis. The partnered RIA maintains the client relationship, while DWP provides investment management and strategy execution. This model allows RIAs to incorporate digital asset exposure without internalizing digital asset...

03 April

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Digital Wealth Partners Enables Access to Custody Support for Stellar Lumens (XLM)

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Digital Wealth Partners is pleased to announce that clients can now access custody support for Stellar Lumens (XLM) through its relationship with Anchorage Digital, a federally chartered crypto bank and leading regulated digital asset platform. This enhancement builds on Digital Wealth Partners’ commitment to providing clients with access to secure, compliant custody solutions for a wide range of digital assets, including Bitcoin, Ethereum, XRP, Avalanche, and more. “Expanding access to Stellar Lumens reflects our ongoing efforts to support clients as they navigate the evolving digital asset landscape,” said Max Kahn, Chief Compliance Officer of Digital Wealth Partners. “While our firm does not...

03 April

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Digital Wealth Partners Launches Fund Enabling Income & Growth Strategies for XRP Holders

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Digital Wealth Partners has launched their Income Fund and Growth Fund, two investment options that let qualified investors utilize XRP directly. Digital assets like XRP have typically not produced income, leaving investors with few ways to use their holdings. The Income and Growth Funds allow investors to keep their XRP exposure while benefiting from institutional strategies. Qualified investors can now use their XRP to access investment strategies that aim to generate income and growth, with a strong focus on risk management. “We’re excited to launch these funds. This offers XRP holders a fresh way to interact with their assets,” said Matthew...

25 February

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Digital Wealth Partners Offers XRP Depositary Receipts, a First-of-Its-Kind Solution

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New DTC-Eligible XRP Depositary Receipts Provide Institutional-Grade Access to XRP Within Traditional Market Infrastructure Digital Wealth Partners (DWP) with Receipts Depositary Corporation (RDC), is introducing XRP Depositary Receipts (XRP DRs), offering qualified investors access to XRP through a regulated and familiar financial instrument. These DTC-eligible depositary receipts represent ownership interests in XRP, utilizing established market infrastructure for seamless integration into traditional brokerage and banking systems. Depositary receipts (DRs) are a widely used financial vehicle designed to represent assets not typically available in U.S. securities markets. The XRP DR program leverages this structure to provide electronic settlement through The Depository Trust Company (DTC),...

12 February

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A Guide to Crypto-Based IRAs

Posted by Digital Wealth Partners

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What is a Crypto-Based IRA? A crypto-based IRA combines the tax advantages of traditional Individual Retirement Accounts (IRAs) with the growth potential and decentralization of digital assets. Unlike typical IRAs invested in stocks, bonds, or mutual funds, a crypto IRA allows you to hold digital assets as part of your retirement portfolio, offering a forward-thinking opportunity to integrate digital assets into your long-term financial plan. Why Consider a Digital Asset IRA? Tax Benefits: Crypto IRAs provide either tax-deferred growth (Traditional IRAs) or tax-free withdrawals (Roth IRAs), allowing investors to maximize their potential gains without immediate tax obligations. This approach aims to help...

02 December

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Roth IRA vs. Traditional IRA: What’s the Difference?

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Choosing between a Roth IRA and a traditional IRA can significantly impact your retirement savings strategy. Both options offer tax advantages, but they differ in tax treatment, eligibility, and withdrawal rules. Understanding these differences can help you make informed decisions to support a comfortable retirement. Roth IRA vs. Traditional IRA: Key Differences Traditional and Roth IRAs are individual retirement accounts (IRAs) designed to help you save for retirement with tax benefits. Both types can be funded by contributions or through rollovers from other retirement accounts (like a 401(k)), but the primary difference lies in how and when your contributions are taxed. Understanding the...

14 November

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Digital Wealth Partners Introduces New Hedge Fund Featuring Two Unique Investment Strategies

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DALLAS, TX – November 7, 2024 – Digital Wealth Partners, a registered investment advisor specializing in digital assets, is excited to announce the launch of its new hedge fund, offering investors two distinct strategies to access the potential of blockchain and digital assets. The fund includes the Levered Crypto Fund and the Digital Asset Disruption Fund, both structured to navigate the growing digital asset landscape with a focus on disciplined risk management. The fund will be managed by Matthew Snider, Chief Investment Officer of Digital Wealth Partners. Snider brings substantial experience in wealth management and digital finance, with a focus on...

09 August

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Crypto Custody Explained: Securing Your Digital Assets

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Digital asset custody is a vital component of digital assets that is frequently overlooked. Secure digital asset management and storage are becoming more and more important as the crypto ecosystem grows. However, what is custody of digital assets and why should you care about it? The Foundation of Crypto Security Protecting the cryptographic private keys that serve as proof of ownership for blockchain-based assets is the fundamental goal of digital asset custody. In the crypto realm, missing a private key might result in the irreversible loss of your assets, unlike traditional banking where forgetting a password is a small annoyance. In order to safeguard your priceless digital assets, digital asset custodians provide a combination of state-of-the-art technology and tried-and-true security standards. Types of Custody Solutions As the demand for secure management has grown, different types of digital asset custody solutions have emerged: Full Custodians: These operate similarly to traditional banks, taking complete control of your private keys and, by extension, your assets. They're often regulated entities, providing an extra layer of trust. ...

26 July

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Avoiding Crypto Scams: How to Invest Safely and Securely

Posted by Digital Wealth Partners

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Looking at a long-term chart of the top 10 cryptocurrencies by market cap, it’s hard to see how anyone could have lost substantial amounts of money in the crypto market. Most reputable projects continue to perform year after year, much like the early tech companies emerging from the dot-com bubble. Yet, at Digital Wealth Partners, we repeatedly encounter individuals who have suffered significant losses attempting to invest in this promising industry. The majority of people who fall into this category make six critical mistakes: 1. Lack of Proper Hedging One of the most significant errors investors make is failing to hedge against potential...

25 July

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Stop Treating Crypto Differently: Invest Like the Wealthiest People on Earth

Posted by Digital Wealth Partners

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Coming from the traditional investing world, one thing that has always baffled us is the tendency not to follow the lead of the world's richest individuals. What do we mean by this? Consider Elon Musk and Jeff Bezos. They don’t set staggered price targets to dump their stock, and they certainly don’t try to time market bottoms to reinvest. Why not? Because they understand that every transaction of this nature would trigger a taxable event. Most traders will never outperform the market. Even more so, almost no traders will outperform the market once you account for the massive tax liabilities they...

Author: Digital Wealth Partners

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