Sub Advisory

Helping Advisors Manage Crypto For Their Clients

As an experienced fiduciary in the space, we help Wealth Managers securely invest in digital assets for their clients. Advisors who work with us know that they are getting sound investment advice and safekeeping. With our partner Gemini, we are able to connect your firm with their proprietary platform that will enable your clients to have direct on-chain exposure to this emerging alternative asset. You and your client have 24/7 view access. The platform has many enticing features:
  • Customizable portfolios with hundreds of Digital Assets to choose from
  • Customizable fee structures for advisors
  • Supports an unlimited number of clients and AUM
  • Simple and straightforward onboarding
  • Compatible with traditional reporting software
  • Ultra secure whitelisting process keeps assets safe
Contact us to discuss how we can provide you with trusted advice to meet your clients digital asset goals.
Contact Us

Give Us A Call

949-298-7582

Send Us A Message

[email protected]

Our Offices

120 Newport Center Drive Newport Beach, CA 92660
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