Our Process
We provide a depth of experience in the digital asset investment space as well as a low cost, diverse, and efficient strategy for Registered Investment Advisors who wish to offer their clients direct exposure to this emerging asset class.
discovery
Learn and gain understanding of where your firm is on the digital asset education and adoption spectrum
1. Becoming aware
2. Educational deep dive
3. Developing a thesis (how it fits into your investment strategy)
4. Developing a plan to invest (picks and shovels, direct exposure, derivative etf/LP, etc.)
5. Executing investment plan
onboarding
Go through the compliance checklist with the Compliance Officer. Update all firm documents (ADV’s, IPS’s, Fee collection etc.). Once infrastructure is established, sign SMA Advisory Agreement. Once signed we start the onboarding process for the firm with Blockchange and Gemini. Once a firm is onboarded we can start onboarding individual clients.
ONGOING RELATIONSHIP
Continuous education and communication on portfolio and the asset class overall (micro and macro). Operational support.
FUTURE OFFERINGS
Community Access (Discord/Planner DAO), New Portfolio’s (yield/staking),
WHY CHOOSE
Arbor Digital as Your Partner?
Arbor Digital offers responsible digital asset management through our True Digital Asset SMA. We are dedicated to providing a connection for RIAs and their clients to the world of digital assets, and to educate RIAs about the disruptive power of blockchain technology and the investment opportunity digital assets bring to their clients.
We know that advisors need solutions that make it easy to add digital assets to client portfolios, and Arbor Digital’s team brings curated knowledge and expertise of Cryptocurrencies and Decentralized Finance (DeFi), while acting as fiduciaries.
discovery
Learn and gain understanding of where your firm is on the digital asset education and adoption spectrum
1. Becoming aware
2. Educational deep dive
3. Developing a thesis (how it fits into your investment strategy)
4. Developing a plan to invest (picks and shovels, direct exposure, derivative etf/LP, etc.)
5. Executing investment plan
onboarding
Go through the compliance checklist with the Compliance Officer. Update all firm documents (ADV’s, IPS’s, Fee collection etc.). Once infrastructure is established, sign SMA Advisory Agreement. Once signed we start the onboarding process for the firm with Blockchange and Gemini. Once a firm is onboarded we can start onboarding individual clients.
IMPLEMENTATION
1-3 month process of dollar cost averaging client assets into portfolio. Our guidelines are to invest 10-30% per round and by 4 months be 100% invested. Amounts dependent on current market dynamics.
ONGOING RELATIONSHIP
Continuous education and communication on portfolio and the asset class overall (micro and macro). Operational support.
FUTURE OFFERINGS
Community Access (Discord/Planner DAO), New Portfolio’s (yield/staking),
WHY CHOOSE
Arbor Digital as Your Partner?
Arbor Digital offers responsible digital asset management through our True Digital Asset SMATM. We are dedicated to providing a connection for RIAs and their clients to the world of digital assets, and to educate RIAs about the disruptive power of blockchain technology and the investment opportunity digital assets bring to their clients.
We know that advisors need solutions that make it easy to add digital assets to client portfolios, and Arbor Digital’s team brings curated knowledge and expertise of Cryptocurrencies and Decentralized Finance (DeFi), while acting as fiduciaries.
Fees
Maximum AUM SMA fee charged: 1.75% + advisor %
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Arbor Digital
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Gemini BITRIA
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Advisor
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|---|---|---|
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100 BPS or 1%
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75 BPS or 0.75%
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xx BPS or x%
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Your digital asset solution
Schedule a remote one-on-one with us to learn how we can help you get started engaging with digital assets through our True Digital Asset SMA™.
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