Ready to get started?

Begin your journey as a Private or Institutional client. Or speak with our team for personalized guidance and next steps.

Private Clients

White-glove onboarding, dedicated RM, high-limit OTC, bespoke credit.

Institutions

Qualified custody, treasury credit lines, execution with controls, reporting.

Not sure yet?
Schedule a short consultation to find the right fit.

Request Private Consultation

Ready to get started?

Begin your journey as a Private or Institutional client. Or speak with our team for personalized guidance and next steps.

Back to Newsroom

Crypto for Advisors: Crypto Trends

Jun 20, 2024

CoinDesk’s Crypto for Advisors featured insights from experts like Marissa Kim, Head of Asset Management at Abra Capital Management, on how financial advisors can better support clients’ interest in digital assets. Marissa emphasized the importance of diversifying beyond Bitcoin, noting that Ethereum (ETH) and Solana (SOL) are increasingly favored for institutional and consumer applications. She also highlighted the benefits of secure custody solutions over exchanges, the flexibility of holding digital assets instead of ETFs, and the need to tailor crypto investment strategies based on clients’ risk tolerance and wealth management goals.

Full article available here.

Publication Logo