Bitwise Asset Management has unveiled a cutting-edge solution for financial advisors seeking diversified exposure to the cryptocurrency market. The introduction of its Model Portfolio Solutions for Digital Assets marks a significant advancement in the $645 billion model portfolio industry.
What Are Bitwise Model Portfolio Solutions?
Bitwise’s innovative offering includes seven professionally managed model portfolios, providing advisors and their clients with an efficient, structured framework to access cryptocurrency investments. These portfolios are now available across billion-dollar advisory platforms, creating new opportunities for diversified investing in digital assets.
A New Frontier in Crypto Investing for Advisors
The lack of professionally managed crypto investment tools has been a glaring gap within financial advisory services, but this launch aims to change that. According to a Bitwise announcement, model portfolios represent one of the most widespread methods employed by financial advisors to allocate client assets. With these crypto-specific solutions, advisors can now bridge the performance and security gap in their clients’ portfolios.
How the Portfolios Are Designed
The Bitwise portfolios are designed to cater to multiple investor needs. They’re divided into two main categories:
- Core Model Portfolios: Designed for broad exposure to the full cryptocurrency market through spot crypto asset ETFs and similar products.
- Thematic Portfolios: Focused on more niche cryptocurrency areas like stablecoins, tokenization, and decentralized finance (DeFi) assets.
Customizable and Risk-Managed Investment Options
Bitwise offers unparalleled flexibility for advisors with additional options that customize risk levels and exposure preferences:
- Crypto Asset Portfolio: Focused on delivering exposure to the crypto market with spot crypto asset ETPs exclusively.
- Crypto Equities Portfolio: For those seeking indirect exposure to crypto through revenues and earnings of publicly traded companies.
- Blended Portfolios: Combining cryptocurrency assets and crypto-related stocks for greater portfolio diversification.
- Risk-Managed Portfolios: These rotate between crypto futures and Treasuries using momentum trading signals.
Streamlined Approach for Financial Advisors
With systematic rebalancing procedures in place, the portfolios control for drift and monitor investment dynamics. Advisors now have an easier way to construct tailored client strategies—whether their clients are seasoned investors in blockchain technology or beginners interested in exploring the crypto ecosystem.
A Look at Bitwise’s Flagship Offerings
Some of the standout portfolios include:
- Bitwise Select Stablecoin and Tokenization Portfolio: Focused on stablecoins and tokenization ecosystems, this portfolio attracts those looking for emerging trends in the crypto space.
- Bitwise Beyond Bitcoin Crypto Portfolio: Aimed at investors who already hold significant Bitcoin exposure and are ready to diversify into projects showcasing real-world impacts such as decentralized finance and Web3 applications.
How to Access These Offerings
Financial advisors can now access Bitwise model portfolios on multiple advisory platforms, making it easier than ever to integrate these solutions into existing client strategies. Whether seeking growth or risk-managed exposure, these portfolios enable advisors to align client objectives with burgeoning trends in the crypto economy.
Looking to dip your toes into crypto investing? Advisors can consider the Bitwise Select Crypto Market Portfolio, offering foundational exposure to the crypto market and equities while applying risk screens for peace of mind.
