Assess an allocation
Consider the size of a digital asset holding alongside existing investments, cash needs and tolerance for losses.
Wealth & investment
A place for digital assets in your portfolio.
Investment decisions start with a longer view: your objectives, existing holdings, cash needs and capacity for risk.
Allocation · Private wealth · Investment structures
High-net-worth individuals · Family offices · Investment allocators · Professional asset managers
EXPLORE THE PRODUCT SCOPE
Wealth & investment.
Investment approaches connect allocation, liquidity needs and risk tolerance across digital assets and broader portfolios.
Digital asset managementDefine an investment mandate, allocation and review process.
Investment strategy and portfolio design across digital asset, index, quantitative and multi-asset approaches. The scope defines the mandate, allocation, rebalancing rules, liquidity limits and performance benchmarks. Custody, trading costs and reporting must support the chosen strategy, whether implemented through a fund or a separate account.
View in the complete directoryPrivate wealth managementConsider digital assets alongside broader wealth objectives.
Digital asset allocation within broader wealth planning for high-net-worth clients. The scope considers traditional and digital holdings together, including concentration, liquidity, time horizon and long-term objectives, with appropriate professional coordination for individual circumstances.
View in the complete directoryYield strategiesAssess the source of returns and the capital at risk.
Staking, lending, liquidity management and institutional yield strategies evaluated within product-specific operating and compliance requirements. Returns are not guaranteed; assessment includes counterparty exposure, protocol risk, lockups, liquidity and the possibility of principal loss.
View in the complete directoryFunds & managed accountsCompare pooled vehicles with separately managed portfolios.
Investment structures for pooled funds or portfolios managed in separate client accounts, including Bitcoin-focused, multi-asset and market-neutral concepts. Structure design addresses investor eligibility, ownership, custody, valuation, subscriptions and redemptions, fees and reporting. The mandate and required permissions must be established before any offering.
View in the complete directoryPOTENTIAL APPLICATIONS
Build around the investor’s needs.
Our investment direction includes digital asset portfolios, private wealth, yield strategies, funds and managed accounts. The starting questions are portfolio fit, access to funds, costs and the amount of loss an investor can absorb.
Compare investment structures
Distinguish the investment strategy from its account or fund structure. Compare ownership, custody, fees, redemption rights and reporting.
Understand a yield strategy
Identify whether returns come from staking, lending or another activity. Review lockups, counterparties, protocol risks and potential capital loss.
START WITH THE REQUIREMENTS
A clear brief makes a useful conversation.
These four considerations help define the scope, responsibilities and practical requirements for a proposal.
- 01
Establish the mandate
Objectives, investable scope, time horizon and liquidity requirements.
- 02
Assess portfolio fit
Concentration, correlation, rebalancing needs and adverse market scenarios.
- 03
Choose the structure
Account or fund arrangements, custody, valuation, fees and investor eligibility.
- 04
Set review standards
Performance benchmarks, reporting, drawdown review and changes to the mandate.
Capital and liquidity
Digital assets can experience severe drawdowns. Lockups, redemption terms and market depth may restrict access to funds.
Strategy and valuation
Historical or modeled results do not establish future performance. Market-neutral strategies can still lose money through basis, funding or execution risk. Valuation methods, fees and trading costs affect outcomes.
Professional responsibilities
Investment management and personalized advice require their own appropriate scope and permissions. Tax, legal and estate matters may require independent specialists.
Scope & availability
These areas describe Avermont’s development scope and are not currently offered to clients. Availability depends on applicable permissions, jurisdiction, eligibility, counterparties and final terms. Read the legal information.
PARTNERSHIPS & INQUIRIES
Discuss an investment mandate or partnership.
Outline the intended investors, strategy, account or fund structure and reporting needs. Leave personal financial records and confidential account details out of the first inquiry.