Managed Investing

Making Crypto Investing Easy

Managed investing for individuals.

Done-for-you investing is just what it sounds like. Our team manages your crypto investments day-to-day, and you sit back and watch your accounts grow.

Liquidate at any time

Your investments are still 100% in your control. Sell at any time without penalty from us. All assets sold will still face a tax burden at the end of the year.

See your investments grow in real time

Through your CoinMarketCap account, you’ll be able to view your investment portfolio at any time day or night and see trades in real-time.

Investments are catered towards your goals and passions

Your portfolio will be uniquely yours with assets that align with your values and personal investment goals.

Simplified tax reporting

At the end of the year, we’ll talk you through setting up an automated service like BearTax that you can use to effortlessly organize your own crypto tax report every year.

step by step

How done-for-you investing works

Schedule your Consultation

Use the link below to schedule your introductory consultation with us to get the ball rolling. Choose a date and time that works with your schedule.

Meet with our team

During your initial consultation, we’ll analyze your goals, risk tolerance, and other investing preferences. From there, we’ll get your portfolio set up and funded.

Watch your investments grow

We’ll manage the day to day of your investments and send you any paperwork you need for tax time. You’ll be able to view your investments at any time.

Why us?

Making crypto investing more accessible.

Our team is passionate about demystifying crypto investing and allowing individuals and businesses to invest with confidence on their own terms.

reviews

From our customers:

“I would recommend Scott Rambo to be your financial advisor in the cryptocurrency market. I’ve known Scott for over 15 years and when I brought up that my Betterment account (passive stock management) had made only 2% over 3 years he mentioned investing in cryptocurrency. I had no understanding of cryptocurrency outside of general knowledge of what a Bitcoin was.

In July of 2020 Scott walked me through the myriad of coins that are available on the market and the many different platforms that support these different coins. Scott recommended Bitcoin as a stable investment and brought up Ethereum and Cardano as two stocks that were going to take off in the next year. Scott walked me through setting up a coinbase pro account for BIT and ETH and a kucoin account for (ADA) and creating a coinwallet.

With his investment advice I’ve seen a 10x return on my investment lock and step with his predictions in just 1 year! Scott is constantly investigating the next breakthrough in blockchain algorithms, energy efficiency of mining and politics around cryptocurrency to make sure I’m aware of risks and possible times to transfer my coins to Tether to prevent major losses during the rise and falls that each announcement and policy makes in the cryptocurrency market.

I was hesitant at first investing in something virtual like cryptocurrency but with Scott assisting me every step of the way I feel more comfortable in this investing than I do my 401K. I hope my testimony helps you feel more at ease investing in crypto and as long as you do it with Scott I assure you’ll be pleased with your investments.”

Managed Investing

Making Crypto Investing Easy