Multi-Asset Advisory
Institutional Advisoryfor Digital Assetsand Private Markets
Onchain-native expertise combined with specialized advisory and allocation guidance across digital assets and private markets—including frontier technology and alternative strategies.
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Services Overview
Multi-Asset Coverage
Institutional Approach
We provide comprehensive advisory services across asset classes, helping advisors and institutions build diversified portfolios that span traditional alternatives and emerging opportunities.
Digital Assets
Strategic allocation and portfolio construction across liquid digital assets, with rigorous due diligence and custody guidance.
Private Markets
Access to private equity, private credit, secondaries, and structured products through our network of institutional managers.
Alternative Investments
Diversified exposure to alternative investments, including hedge strategies, real assets, structured products, and specialty finance opportunities.
Systematic & Active Strategies
Access to systematic and actively managed trading strategies across digital assets and traditional markets, including FX, commodities, and other liquid asset classes.
Our Differentiator
Digital Asset and Infrastructure
Expertise
Our onchain-native team combines traditional finance credentials with deep technical knowledge of blockchain technology and decentralized systems.
Protocol Fluency
Deep understanding of blockchain protocols, smart contracts, and decentralized infrastructure.
Technical Due Diligence
Rigorous evaluation of technology risk, security audits, and protocol sustainability.
Infrastructure Expertise
Guidance on custody solutions, staking operations, and institutional-grade infrastructure.
Market Intelligence
Real-time insights on onchain activity, network metrics, and emerging opportunities.
Custody and Risk
Custody, Counterparty, and Risk
Architecture
Our non-custodial model ensures clients maintain full control while benefiting from our expertise in custody solutions and risk assessment. Clients retain ownership of their assets through qualified custodians or self-directed wallet structures.
Client-Controlled Assets
Assets remain in accounts under your client's name and direct control at all times.
Qualified Custodians
Established relationships with leading qualified custodians across asset classes.
Self-Custody Advisory
Guidance on secure self-custody wallet structures, including setup, operational practices, and risk considerations for clients who prefer direct asset control.
Risk Assessment
Comprehensive counterparty and operational risk evaluation across custody providers, exchanges, and liquidity venues.
Non-Custodial Model
We never take custody of client assets—pure advisory engagement with aligned incentives.
Manager Selection
Systematic and Actively
Managed Strategies
Across Asset Classes
Including digital assets, FX, commodities, and other liquid markets. Our disciplined approach to manager selection spans multiple asset classes, combining quantitative rigor with deep qualitative assessment.
Asset Class Coverage
- Digital Assets
- Foreign Exchange
- Commodities
- Energy
- Managed Futures
- Global Macro
01
Universe Screening
Systematic screening of manager universe across asset classes and strategies.
02
Quantitative Analysis
Rigorous performance attribution, risk metrics, and factor exposure analysis.
03
Operational Due Diligence
Comprehensive review of operations, compliance, and business sustainability.
04
Ongoing Monitoring
Continuous oversight with regular reviews and proactive risk management.
Private Markets
Access to Private Markets
and
Alternative Opportunities
We provide advisory and sourcing support for private market investments, leveraging our network to identify compelling opportunities across strategies—including exposure to frontier technology sectors such as artificial intelligence, space, and next-generation infrastructure.
Private Equity
Access to buyout, growth equity, and venture capital strategies through carefully selected general partners.
Private Credit
Direct lending, mezzanine, and specialty finance opportunities with attractive risk-adjusted returns.
Secondaries
Secondary market opportunities providing liquidity solutions and portfolio construction flexibility.
Structured Products
Customized structured solutions tailored to specific return profiles and risk parameters.
Sub-Advisory Services
Sub-Advisory for RIAs and
Institutional Platforms
For advisors seeking specialized expertise without building internal capabilities, we offer sub-advisory arrangements across our areas of focus.
01
White-Label Capability
Seamlessly integrate our expertise into your practice while maintaining your client relationships and brand.
02
Comprehensive Support
From investment policy development to ongoing portfolio management and client reporting.
03
Flexible Engagement
Tailored arrangements that fit your practice model, from project-based consulting to ongoing partnerships.
Why Finality
Built for
Institutional Allocations
01
Multi-Asset Capability
Multi-asset capability across digital and traditional markets.
02
Deep Infrastructure Expertise
Deep expertise in custody, infrastructure, and risk.
03
Differentiated Access
Access to differentiated trading strategies and private markets.
04
Fiduciary Alignment
Independent, fiduciary-aligned advisory model.
05
Non-Custodial Structure
Non-custodial structure with client asset control.
Fees
Transparent, Aligned Fee Structure
Our compensation is designed to align our interests with yours. We believe in straightforward pricing with no hidden costs or conflicts of interest.
We are compensated solely for advisory services.
Advisory Fees
Digital Asset & Alternative Advisory
- Annual Fee
- Up to 2.00%
- Billing
- Monthly in arrears
- Minimum
- $500/month
- Structure
- Negotiable based on AUM
Traditional Assets
- Annual Fee
- Up to 1.00%
- Billing
- Monthly in arrears
- Minimum
- $500/month
- Structure
- Negotiable
Advisory & Consulting
Institutional Advisory
- Starting At
- $5,000/month
- Typical Range
- $5,000 – $15,000+
- Structure
- Monthly retainer
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