Bitwise and Vise Launch Crypto Model Portfolios for Wealth Advisors

Bitwise Asset Management and wealth-technology platform Vise said on September 24 they are rolling out diversified crypto model portfolios to the hundreds of wealth firms and more than 135,000 accounts on Vise’s platform, the companies announced. The offering gives registered investment advisers a curated framework for allocating to a digital-asset class Bitwise pegs at roughly $2.5 trillion, with crypto exposure managed inside the same portfolio as a client’s equities and fixed income.

How the models work

Crypto has largely reached adviser portfolios as a standalone allocation, managed apart from everything else a client owns. On Vise, the Bitwise models sit inside the same portfolio as the client’s equities, fixed income, and alternatives, allocated according to the household’s goals and risk profile, rebalanced on the same schedule, and subject to the same tax-management discipline Vise applies across the rest of the account. Bitwise’s models select crypto-themed exchange-traded products for different investor profiles, with “Core” models offering broad exposure and “Thematic” portfolios emphasizing specific themes such as risk-managed exposure or crypto assets beyond bitcoin.

The scale behind the push