BTC Core
Moderate–High risk
Built around a single dominant bitcoin position, with a stablecoin reserve held for rebalancing.
- BTC80%
- USDC20%
How a managed crypto portfolio works
Portfolio management begins with a mandate: the set of assets the portfolio may hold and the weights it targets. From there the work is ongoing — monitoring drift, rebalancing, and reporting position and performance back to you.
Reporting is crypto-denominated. Performance is measured as the change in the quantity of assets you hold, with fiat shown only as a reference.
Mandates
Digital Asset Balanced
High risk
Diversified across the majors, weighted toward bitcoin and ether.
- BTC50%
- ETH30%
- SOL10%
- USDC10%
Digital Asset Growth
Very High risk
Higher weighting to ether and solana for clients with a long horizon and high tolerance for drawdown.
- BTC40%
- ETH30%
- SOL20%
- USDC10%
Illustrative models only. Cryptocurrency investments involve substantial risk. Digital assets can experience significant price volatility, and investors may lose some or all of their assets.