Institutional

Perfectly Suited For Large Allocators

As an experienced fiduciary in the space, we help foundations, family offices, pensions, and consultants securely invest in digital assets. Clients who work with us know that they are getting diversified investment exposure, safekeeping, and a managed portfolio with a longstanding track record. With our partner Gemini, we are able to connect you with their proprietary platform that will enable direct on-chain exposure to this emerging alternative asset. You will have 24/7 view access as well as:

  • Customizable portfolios with hundreds of digital assets to choose from
  • Customizable fee structures
  • Options strategies for qualified purchasers
  • Liquidity for clients with considerable 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 digital asset goals.

Contact Us
Personal Approach
120 Newport Center Drive
Newport Beach, CA 92660

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Our Offices

120 Newport Center Drive Newport Beach, CA 92660
2000 PGA Blvd Suite 4440-237 Palm Beach Gardens, FL 33408
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