Crypto Model Portfolios With Jeremy Schwartz and Matt Kress
The Advisor Of Tomorrow

Crypto Model Portfolios With Jeremy Schwartz and Matt Kress

2021-10-28
Much like with traditional investments there will be financial advisors whom do not want to be responsible for managing their clients' cryptoasset portfolios. Investment selection, asset allocation, and ongoing portfolio management may not be where advisors want to spend their time and they lean on TAMPs and model portfolios to guide their investment decisions. WisdomTree was one of the early movers on crypto and has partnered with Onramp Invest to empower financial advisors with model...
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