Digital Asset Management
Digital Asset investment management that provides you with a streamlined, secure, and compliant access to bitcoin and other digital assets. Our strategy ensures appropriate allocation to digital assets considering your ability and willingness to bear risk in the context of your overall portfolio.
Account Supervision
Rebalancing
Consolidated Reporting
A comprehensive approach to determine if digital assets are right for you.
Free Consultation
We’ll discuss whether bitcoin and other digital assets are appropriate for your portfolio.
Risk Assessment
By looking at your current finances and with the help of the Riskalyze questionnaire, we’ll determine how much risk you can take withour compromising your goals.
Digital Asset Portfolio Proposal
Based on your individual context, I will craft a digital asset investment proposal for you to consider. It will outline the allocation of digital assets within your overall portfolio.
- Customized Asset Proposals
- Asset location strategies
Account Setup
I will get you set up with appropriate account to trade digital assets
Implementation & Ongoing Management
After the investment profile is approved, I’ll move forward with selecting specific digital asset investments that align with the strategies in our plan. Then, I’ll regularly monitor and re-balance your assets for maximum growth.
- Regular Monitoring
- Periodic Rebalancing
- Quarter & Year-end Reviews
I’m passionate about making a contribution to your life through knowledgeable advice.
Schedule your free consultation.
