Crypto Currency Investment Solutions
Trident Global’s secure and compliant investment solutions are designed to integrate seamlessly with your current workflow and operations. It’s an SMA platform that specializes in all digital asset investment strategies. We launched the first bitcoin and digital asset separately managed accounts (SMAs).
Features and Benefits
Seamless client onboarding with a fully digital onboarding process that integrates with traditional workflows and operations (i.e., Salesforce, Redtail), etc. Secure and compliant access, multi-layer protection, and secure movement of funds. The client's assets are held by an institutional-grade qualified custodian. Integrated Reporting and we aggregate reporting data into your portfolio reporting system so you can integrate assets directly into your client's portfolio.
One of our first investment solutions was the Bitcoin SMA. This investment made it easy to allocate assets by streamlining client onboarding, securing the movement of funds, trade execution, tax documentation, and portfolio reporting integrations. Institutional-grade security and direct ownership The client owns the bitcoin directly and is the sole legal owner of the bitcoin. The client's bitcoin is held by a qualified custodian in an offline, institutional-grade custody account.
Tax Loss Harvesting
Because the client owns the assets directly, there are opportunities for tax-loss harvesting to offset capital gains tax liability, rebalancing, and reporting integrations. We can now seamlessly allocate assets and include them in their overall asset allocation strategy and financial planning. We integrate with the portfolio reporting systems (i.e., Orion, Addepar) and allow for automated rebalancing.
| Investment Strategy | Passive |
|---|---|
| Structure | Separately Managed Account |
| Asset(s) | All |
| Custodian | G trust Corp |
| Ownership | Direct ownership |
| Liquidity | Daily Liquidity |
| 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 |