Bitcoin and Digital Assets

We help our clients analyze the risk of bitcoin and other digital assets. When appropriate we also assist in allocating appropriately sized bitcoin and digital asset positions to complement our client’s investment portfolios. We assure our client’s allocations are in line with their goals, objectives, age, and risk profile.

Many of our clients also have tax questions surrounding bitcoin and digital assets as these are often taxed differently than traditional securities. We analyze various tax scenarios and help to tax loss harvest when appropriate.