We will not currently offer ACTIVE Portfolio Management Services, meaning, we will not actively manage a portfolio on your behalf and do day-to-day trading. However, if you wish to day-trade, we WILL educate you on how to do so. Active Portfolio Management Services IS a service we will be soon be offering, but only once our legal department has verified that we are in complete compliance with laws and regulations.

As far as Portfolio Management, we WILL (depending on your investment strategy), assist you in choosing the best coin investments for your particular strategy and assist you in creating and securing your portfolio. The advantage to this is that you will be in control of your coins and funds at all times. If you choose to use our “Portfolio Setup Service”, there is only a one-time setup fee, unlike an Actively Managed Portfolio where there will be monthly and exit fees.

Enter your information and we will contact you to discuss your Portfolio Management needs.

Portfolio Management Services

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