Strategic Cryptocurrency Investments

Yes, we offer portfolio customization options for investors with at least $250,000 in assets under management. Our team will work with you to create a tailored investment strategy that aligns with your specific preferences, such as focusing on particular cryptocurrency sectors or excluding certain assets. For standard investment plans, while the overall asset allocation is predetermined, you can still set preferences regarding risk parameters and income distribution options.

Returns are calculated based on the net asset value (NAV) of your portfolio, which is updated daily. Your returns come from multiple sources, including capital appreciation of crypto assets, staking rewards, yield farming, and strategic trading gains. You can choose to have returns automatically reinvested (compounding your growth) or set up regular distributions (monthly, quarterly, or annually). All performance metrics and distribution options are accessible through your client dashboard.

After the initial lock-up period ends, you have several options: (1) Continue with your current investment plan with no lock-up restrictions, maintaining the same strategy but with the flexibility to withdraw funds with a 7-day notice period; (2) Upgrade to a different investment plan if your goals or risk tolerance have changed; (3) Withdraw part or all of your investment without any penalties. We recommend scheduling a portfolio review with your investment advisor before making any decisions to ensure your strategy remains aligned with your financial objectives.