Three things set Protocol Wealth apart
Our team brings backgrounds from Merrill Lynch, Deloitte, Fidelity, and hedge funds. We've managed portfolios through multiple market cycles.
We understand both traditional markets and emerging technologies—giving you access to the full investment landscape, not just one piece of it.
Whether you're building wealth or generating income, we design portfolios that match your stage of life and financial goals.
A unified strategy built on three distinct pillars.
THE FOUNDATION
Global equities, fixed income, and tax-efficient structures. We build the foundation with diversified, liquid exposure to global markets — focusing on quality compounders and dividend growth strategies designed to help preserve and grow capital over time.
For: All clients
THE OPPORTUNITY
Targeted exposure to sectors we believe are driving long-term secular change: semiconductors, AI infrastructure, cybersecurity, and energy transition. Includes access to private equity and venture capital for qualified investors.
For: Growth-oriented investors
THE FRONTIER
Regulated access to digital assets including Bitcoin and Ethereum for investors seeking portfolio diversification and exposure to emerging blockchain technology. Held at qualified custodians with institutional-grade security.
For: Qualified allocators
*All investments involve risk, including the potential loss of principal. Private equity, venture capital, and digital assets involve substantial risk and are suitable only for investors who can bear the loss of their entire investment.
Historically, significant wealth has been generated by those who invested in infrastructure layers — railroads in the 19th century, the electric grid and telecommunications networks in the 20th.
We believe compute power, energy infrastructure, and blockchain networks may play a similar foundational role in the decades ahead.
Our approach seeks to identify and invest in what we view as the infrastructure layers of the evolving economy — not by predicting which applications will win, but by focusing on the underlying networks and systems they may depend on.
"We don't just look at P/E ratios. We consider how structural shifts create both risk and opportunity — and position portfolios accordingly."
*This reflects our current investment thesis and is subject to change. Past performance is not indicative of future results.
The gap between accounting value and real-world utility widens as technology accelerates.
*Hypothetical illustration for educational purposes only. Does not represent actual investment performance or guarantee future results.
Technology cycles are compressing, creating both risk and opportunity
Of S&P 500 market value is now in intangibles*
*Multiple studies confirm this structural shift:
Ocean Tomo (2020): Intangibles rose from 17% (1975) to 68% (1995) to 90% (2020) of S&P 500 value
Brand Finance GIFT™ (2024): Global intangible value reached $79.4 trillion, up 28% YoY
Brand Finance GIFT™ (2025): Record $97.6 trillion globally; U.S. market at 78% intangibility
We offer flexible fee structures based on service level, asset type, and complexity.
AUM via Anchorage Digital
AUM
AUM via Fordefi MPC
Scoped per engagement
Fees are negotiable based on relationship size and complexity. Full fee schedules, billing practices, and potential conflicts of interest are disclosed in our Form ADV Part 2A.
We serve clients who need expertise across both traditional and digital asset markets.
*These profiles are illustrative composites for educational purposes and do not represent specific clients. Individual circumstances vary. Past performance does not guarantee future results.
Protocol Wealth is built for clients who value efficiency, innovation, and a collaborative advisory relationship. Our technology-forward model works best for those who:
We may not be the right fit if you prefer paper statements, require frequent in-person meetings, or are looking for an advisor who hosts client appreciation events. We focus our resources on research, technology, and direct client service.
We typically work with clients who meet the SEC's accredited investor criteria, though this is not a strict requirement for all services. Contact us to discuss your situation.
Protecting wealth that exists both in the physical and digital worlds
Wills, trusts, insurance, and tax strategies
Digital wallets, online accounts, intellectual property, and tokenized assets
Your CFO knows how to manage cash. But digital assets require a different operating system. Protocol Wealth acts as your specialized advisor, bridging traditional treasury and the onchain economy.
Fractional Chief Digital Investment Officer
Managing Partners — SEC-Registered Fiduciary Advisors
Team of Teams Coverage: Every client relationship is covered by at least two advisors. We utilize Hadrius for compliance archiving and Wealthbox for CRM to ensure continuity.
Your assets are held at established, regulated custodians—never with Protocol Wealth directly.
SIPC-insured brokerage accounts
Qualified digital asset custodians
Enterprise-grade infrastructure for operations and compliance