Crypto Market
How Crypto Investing Works
Strategic approaches to cryptocurrency investing as a high-potential satellite allocation within your overall wealth strategy.
Choice of Exposure
Strategic allocation across different crypto assets and investment vehicles
Core Assets
Focus on established networks such as Bitcoin and Ethereum as the foundation of crypto exposure.
- Bitcoin: Digital gold store of value
- Ethereum: Smart contract platform
- Long-term strategic holdings
Diversifiers
Select a limited set of high-conviction projects or sectors (e.g., infrastructure, DeFi) when appropriate to your risk profile.
- Infrastructure protocols
- DeFi & Web3 applications
- Risk-adjusted allocations
Secure Vehicles
Use exchanges, institutional-grade custodians, and, where available, regulated funds or ETPs for cleaner execution.
- Regulated exchanges
- Institutional custody
- SEC-approved ETFs
Integrated Process
Our systematic approach ensures crypto exposure aligns with your overall financial strategy and risk tolerance.
Target Allocation
Define a target allocation (often a capped percentage of total portfolio) tied to your risk tolerance and time horizon.
Dollar-Cost Averaging
Enter positions gradually using dollar-cost averaging to reduce timing risk in volatile markets.
Clear Trading Rules
Document clear rules for adding, trimming, or exiting positions based on price levels, portfolio weights, or thesis changes.
Volatility Managed
Systematic approach to navigate crypto market volatility
Our Crypto Management Approach
Strategic positioning within a disciplined risk management framework
Role in Your Portfolio
Treat crypto as a high-risk, high-upside satellite allocation designed to complement—not replace—core holdings like equities, bonds, and gold.
- Satellite allocation strategy
- Disciplined position sizing
- Complement to core holdings
Adjustment Triggers
Systematic evaluation of market signals and portfolio context to determine optimal crypto exposure.
- Market cycle signals
- Portfolio rebalancing
- Client life events
Risk & Security Management
Comprehensive safeguards to protect assets while maintaining strategic positioning in volatile markets.
- Institutional-grade custody
- Multi-signature security
- Risk-limiting tools
Integrated Wealth Strategy
Handled this way, crypto becomes a controlled, intentional part of your broader plan—aligned with your overall Business Strategy and protected by strong Business Security standards.