Managed portfolios

Professionally managed portfolios, under the institution’s own brand.

Professionally managed portfolios, under the institution’s own brand.

Members invest in diversified digital asset portfolios without leaving the institution that already holds their accounts.

Members invest in diversified digital asset portfolios without leaving the institution that already holds their accounts.

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Why institutions offer it

Assets members already hold, brought back inside the institution

Members already invest elsewhere

The assets are held at exchanges and brokerages the institution does not see.

Non-interest income

A fee-earning service on assets the institution currently earns nothing from.

Retention of younger members

The segment most likely to hold digital assets, and most likely to leave.

How it works

Three steps, inside the institution’s app

01

The member answers a short set of questions on risk tolerance and time horizon.

01

The member answers a short set of questions on risk tolerance and time horizon.

02

A portfolio is matched to that profile.

03

The portfolio is managed and rebalanced on an ongoing basis.

The portfolios

Six strategies across three risk bands

Each strategy is diversified and managed on an ongoing basis. Fact sheets are available on request.

Conservative

Flagship Large

Largest established assets

Fact sheet →

Bitcoin & Ethereum

Two-asset core allocation

Fact sheet →

Moderate

Leaders

Established market leaders

Fact sheet →

Opportunity

Broader selective exposure

Fact sheet →

Aggressive

Growth

Higher-growth emerging assets

Fact sheet →

Challengers

Early-stage challenger assets

Fact sheet →

Custom portfolios

Bespoke portfolios, built by advisors

Advisors can build bespoke portfolios from over 350 assets, held in segregated accounts in the member’s own name.

Advisors can build bespoke portfolios from over 350 assets, held in segregated accounts in the member’s own name.

Oversight

Built for institutional oversight

Segregated accounts held in each member’s name

Assets held with qualified custodians

Eligibility, limits and approvals set by the institution

Integration with existing systems through API, SSO and scheduled reporting

See managed portfolios under the institution’s brand

A short walkthrough with our team.

A short walkthrough with our team.

Contact our team

Digital assets are volatile and speculative. Their value can fall as well as rise, and past performance is not indicative of future results. Digital assets are not deposits and are not insured by the FDIC or NCUA.