NEWPORT BEACH, Calif., and SAN FRANCISCO, May 25, 2021 /PRNewswire/
Digital Asset Investment Management (DAiM), a Registered Investment Advisor focused on Bitcoin and Digital Assets, is partnering with fintech software platform
Blockchange Inc. to expand its Separately Managed Account (SMA) solution for digital assets. The DAiM SMA dramatically simplifies the path for financial advisors to offer digital assets to clients, combining the simplicity of a trust or fund with the flexibility, tax advantages, and lower cost of owning the underlying digital assets.
DAiM manages the SMA, leveraging Blockchange s
Gemini Trust Co. The institutional-grade solution enables RIAs, Family Offices, Hedge Funds, and other institutions to outsource the management of their client s digital portfolios to DAiM, who have experience and expertise in the asset-class.
Willow Crypto, this brings the number of
Blockchange SMA network members to five. Each SMA offers specific expertise, model strategies, and investment theses from simple Bitcoin and Ethereum allocations to a spectrum of DeFi and utility tokens, and even ESG options.
The BITRIA platform now also offers an Outsourced Chief Investment Officer (OCIO) option, which allows advisors to retain management of client accounts while offloading model construction and delivery. Blockchange s first OCIO partner,
Columbia Advisory Partners, is led by President Steve Larsen, CPA, CFP®. In addition to model delivery, Columbia offers a one-stop solution for advisors seeking help with compliance, education, due diligence, training, and process management related to digital assets.
Arbor Digital and Blockchange Partner on Digital Asset SMA for Registered Investment Advisors
The new SMA eases the onramp for RIAs to expose clients to digital assets, and is the first to create value for investors across the entire asset class, rather than being limited to Bitcoin or Ethereum. It combines the simplicity of a trust or fund with the flexibility, tax advantages, and lower cost of owning the underlying digital assets.
News provided by
Share this article
Blockchange Inc, the digital asset investing platform for professional wealth managers, and
Arbor Digital, an SMA manager for RIAs on their journey to digital assets, today announced a new Separately Managed Account (SMA) option for digital assets. The