Just fill out this form and we’ll set up a chat. We’ll go over your financial goals and answer any questions for you. When you’re ready to begin we’ll send over a contract and welcome packet, and you’ll be all set.

When you become a client you’ll receive access to our Client Portal. Here you’ll be able to track your investments and get monthly reports. It’s the best way to always know what’s going on with your investment.

If you’ve chosen an Active Investment Plan, all you’ll need to do is request a withdrawal (for as much or little as you’d like) in our client portal. You’ll receive a follow-up to confirm the amount you’d like to withdraw and which (if any) assets you’d like to close. In most cases, you can receive your money within two business days.

If you’ve chosen the High-Yield Savings Plan, you’ll receive access to your investment after 12 months.

Absolutely! With our Active Investment Plan, you can withdraw some or all of your money at any time. If you’d like to completely close your account, just let us know through the app and we’ll finalize the paperwork.

With our High-Yield Savings Plan, you can end your contract any time after the initial 12 month period.

We offer two ways to invest. With an Active Investment Plan, you can invest as much or as little as you’d like from $1000+, and withdraw from or add to your investment at any time. There is a 2% trading fee at the beginning of your contract, and a 6% fee on profits gained when you choose to withdraw funds.

With our High-Yield Savings Plan, you can invest any amount from $1000+, and we store that investment over a 12 month period. At the end of your 12-month term, you will receive a guaranteed 15% return on your investment. There are no opening or closing fees.

We begin with a conversation about your financial goals. If you choose our Active Investment Plan, then as a starting point we’ll invest roughly 50% of your assets in Bitcoin and Etherium, and the other 50% in a range of fundamentally sound emerging and established coins. We actively monitor market trends and consistently adjust your investment accordingly to make your money work as smartly for you as possible.

If you have a specific coin or strategy that you’d like to invest in, you can mention that in our introductory conversation and we’ll try to incorporate that into your investment plan. You’ll receive a detailed breakdown of your investment percentages in your monthly report.

We created our High-Yield Savings Plan for clients who want to invest in cryptocurrency but aren’t comfortable with a more fluctuating investment that’s susceptible to the turns of the market.

We guarantee a 15% return on your investment after 12 months, with no extra fees or costs of any kind. This is a much better return than a traditional savings or IRA account, and is a substantially higher return than is common with most ETFs. This is a perfect option for those nearing retirement.

No problem! When you purchase cryptocurrency through a financial app, it’s stored in what’s called a Hot Wallet. This means that your information is stored online, and is susceptible to hacking or loss if you lose your credentials.

We store your assets in a Cold Wallet. This means that they are stored offline in a secure storage facility and insured from loss or theft, just as the FDIC would for your bank account. In the event of death or incapacitation, your assets can be easily accessed by your beneficiaries.