BTC Core
Moderate–High risk
Built around a single dominant bitcoin position, with a stablecoin reserve held for rebalancing.
- BTC80%
- USDC20%
Wealth management for digital-asset holders
Clients with meaningful digital-asset holdings usually need three things: a defined mandate, custody they can rely on, and reporting clear enough to hand to an accountant.
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.