Transparent, service-based pricing designed to align our interests with yours. We tailor our engagement to your specific needs and goals.
We believe in building relationships before discussing fees. Every client situation is unique, and we take time to understand your goals, complexity, and expectations before proposing a service structure.
We evaluate expertise, time, and engagement expectations collaboratively over 2-3 meetings. This ensures we get it right and deliver value. Our goal is a partnership that works for both sides—not a one-size-fits-all package.
A disciplined methodology designed to balance growth potential with risk management
A disciplined methodology that integrates quantitative analysis with fundamental research. This approach seeks to identify investment opportunities through systematic screening while applying judgment-based evaluation to assess business quality and long-term potential.
Traditional tools like mean-variance optimization and simulation-based projections remain useful for illustrating potential outcomes. We believe effective portfolio management benefits from incorporating additional analytical dimensions.
We identify areas of interest and themes we believe may benefit from long-term structural trends. This includes sectors that may be positioned to grow as technology and society evolve.
Important Disclosure
There is no guarantee that our investment process will achieve its objectives. All investing involves risk, including the possible loss of principal. Thematic investing involves risk. There is no guarantee that identified themes will perform as expected. Diversification does not ensure a profit or protect against loss in declining markets.
Flexible structures tailored to your needs
$500/month minimum
Via Anchorage Digital Bank or BitGo Trust Company
AUM, billed monthly in arrears
Custody via Charles Schwab, Altruist, Interactive Brokers
Monthly in arrears
MPC wallet technology via Fordefi
Monthly Retainer
Project-based
Ideal for specific projects or one-time engagements
A collaborative process designed to understand your unique situation
We learn about your goals, current situation, and what you're looking for in an advisor relationship.
We assess complexity, time requirements, and develop a service structure tailored to your needs.
Once aligned, we onboard you and begin the work—with ongoing communication and regular reviews.
Digital assets and alternative investments are not suitable for everyone. Before recommending any investment strategy, we take time to understand your personal or company's financial situation, risk tolerance, time horizon, and objectives.
Our fiduciary duty means we only recommend strategies we believe are appropriate for your specific circumstances. If digital assets aren't right for you, we'll tell you—and focus on what is.