Sub-Advisor Solutions

Empowering RIAs with Turnkey Digital Asset Management

The digital asset world is a vast, complex, and highly regulated frontier. As a fiduciary, you are obligated to guide your clients, but building an in-house crypto expertise is a daunting task. Keychain Asset Management solves this problem. We provide a specialized sub-advisory solution that empowers your firm to compliantly and confidently offer digital asset management, turning a complex challenge into a seamless opportunity for growth.

Our “Keychain Access” Platform: A Turnkey Solution

Our platform is not another software product for your team to learn. It is a streamlined process that white-labels our deep expertise and institutional-grade technology, enabling you to deliver a premium service with zero additional overhead.

  • Turnkey Integration: We provide a ready-to-use, white-labeled solution that allows you to offer digital asset management to your clients with minimal operational burden.
  • AUM Growth: Our platform is designed to help you solve the “held-away” assets problem, bringing your clients’ outside crypto holdings back under your management and growing your firm’s AUM.
  • Compliance and Fiduciary Oversight: We are your compliance partner in the digital asset space. We provide fiduciary oversight, ensuring all digital asset strategies are suitable and compliant with the evolving regulatory landscape.
  • Institutional-Grade Security: We partner with qualified institutional custodians to ensure your clients’ digital assets are held in secure, cold storage, protecting them from online threats and exchange bankruptcies.

The Sub-Advisory Relationship

We believe in a transparent and cooperative partnership. Your client relationship is yours to own. Keychain Asset Management acts as a fiduciary sub-adviser for the digital asset portion of the client’s portfolio, ensuring that all actions are taken in the client’s best interest. You maintain control of the overall client relationship, including all traditional assets and comprehensive financial planning. This model allows you to confidently expand your service offerings while maintaining your role as the primary point of contact for your clients.

Education as a Partner

The digital asset market evolves at a rapid pace. As your partner, our role is to keep you and your clients informed. We provide a continuous stream of expert-led education and resources to ensure you stay ahead of market trends, technological innovations, and regulatory changes. This includes regular market insights, white papers, and direct access to our team’s specialized knowledge, positioning you as an authority to your clients.

Learn how to empower your firm. Schedule a consultation

Ready to Learn More?

Whether you’re an individual seeking personalized wealth management, or an advisory firm looking to integrate digital asset expertise, we’re here to help.

Schedule Your Free Consultation