Bitcoin Investment Solutions for Financial Advisors
It is a crypto-focused investment firm that provides financial advisors with simple, secure and compliant access to Bitcoin through the Bitcoin SMA
Built specifically for RIAs and financial advisors, our secure and compliant investment solutions are designed to integrate seamlessly with your current workflow and operations.
It’s an SMA platform that specializes in bitcoin and digital asset investment strategies. We launched the first bitcoin and digital asset separately managed accounts (SMAs).
FEATURES & BENEFITS
Seamless client onboardingWe are having a fully digital onboarding process that integrates with advisors' traditional workflows and operations (i.e., Salesforce, Redtail).
Secure and compliant accessMulti-layer protection and secure movement of funds. The client's bitcoin is held at an institutional-grade qualified custodian.
Integrated ReportingWe aggregate reporting data into your portfolio reporting system so you can integrate bitcoin directly into your client's portfolio.
One of our first investment offerings is the Bitcoin SMA. This investment offering makes it easy for advisors to allocate to bitcoin by streamlining client onboarding, secure movement of funds, trade execution, tax documentation, and portfolio reporting integrations.
Institutional-grade security and direct ownershipThe client owns the bitcoin directly and is the sole legal owner of the bitcoin. The client's bitcoin is held at a qualified custodian in an offline, institutional-grade custody account.
Tax-loss harvestingBecause the client owns the bitcoin directly, there are opportunities for tax-loss harvesting to offset capital gains tax liability.
Rebalancing and reporting integrationsWe can now seamlessly allocate to bitcoin and include it in their overall asset allocation strategy and financial planning for their clients. We integrates with RIA’s portfolio reporting systems (i.e. Orion, Addepar) and allows for automated rebalancing.
|Structure||Separately Managed Account|
|Custodian||G trust Corp|
|Management Fee||Contact us|
|Eligible Accounts||Individual, Joint and Trust Accounts|
|Account Funding||Wire and ACH|
|Investor Qualifications||Any US-based investor|
|Taxation||The client owns the bitcoin directly allowing for tax optimization|