Direct crypto ownership, professionally managed to your specifications.
A Separately Managed Account gives you direct ownership of crypto assets in your own dedicated account, professionally managed by EdgeChain's investment team. Unlike pooled funds, your holdings are never co-mingled with other investors. You benefit from full transparency, personalized tax management, and the ability to customize your portfolio to your exact specifications.
Minimum Investment: $500,000
Systematically realize losses to offset gains across your broader portfolio, reducing your annual tax liability while maintaining target exposure.
Tailor your portfolio to your unique goals. Restrict specific assets, set concentration limits, or align with ESG criteria and personal preferences.
You own every asset in your account directly. No co-mingling, no pooled structures. Full transparency into every position with real-time reporting.
Meet with an EdgeChain advisor to discuss your investment objectives, risk tolerance, tax situation, and any custom constraints or preferences.
Our team designs a personalized portfolio based on your parameters, including asset selection, weighting, rebalancing frequency, and tax optimization strategy.
Your dedicated portfolio manager handles day-to-day execution, rebalancing, tax-loss harvesting, and provides regular performance reporting.