Advisors Crypto
We are Advisors Crypto, your gateway to the future of investment management. We are a cutting-edge robo investment company driven by technology and fueled by innovation. Our mission is to empower individuals and institutions to achieve their financial goals through intelligent, automated investment solutions and allow them easier access to digital asset investing.
Company Overview
Advisors Crypto is a privately held financial services company founded in 2022 and headquartered in Austin, Texas. The company specializes in crypto investing, digital assets, and robo investing. With a team size of one, Advisors Crypto aims to reimagine the future of financial advice by providing innovative investment strategies tailored for both individuals and institutions. The platform is currently in closed beta, allowing periodic user access to enhance user interaction and refine the website.
Investment Services
Advisors Crypto offers a range of investment services, including discretionary investment advisory services and separately managed accounts (SMAs) in cryptocurrency. The SMAs provide direct ownership of assets and 24/7 liquidity, integrating with existing wealth management platforms for ease of modeling, reporting, and billing. The company also provides automated trading, rebalancing, and tax-loss harvesting to maximize investment benefits, catering to both accredited and non-accredited investors with minimum investments starting at $5,000.
Investment Opportunities
The company provides a stable and liquid investment opportunity through its Cash Account, offering a 5.24% annual percentage yield (APY) for retail investors. Advisors Crypto builds custom portfolios based on client questionnaire responses and invests in low-cost exchange-traded funds (ETFs) and cryptocurrencies. The fee structure for actively managed portfolios ranges from 0.8% to 1%, depending on the investment strategy and amount invested. Advisors Crypto also focuses on tailored tax strategies to navigate the volatile crypto market.
Technology and Security
Advisors Crypto employs advanced technology to facilitate easier access to digital asset investing. The company uses trusted custodians based in the U.S. to ensure the safety and security of client funds. The platform's automated investment solutions are designed to empower clients in achieving their financial goals while providing a seamless investment experience. The integration of technology in its services reflects the company's commitment to innovation in the financial advisory space.
Client Engagement
Advisors Crypto provides financial planning services on a limited basis, serving 15 or fewer clients per year. This approach allows for personalized attention and tailored strategies to meet individual client needs. The company's focus on empowering clients through innovative investment strategies underscores its commitment to helping clients navigate the complexities of digital asset investing.