Compass Crypto Investment Management
We are an independent, fee-only crypto investment and digital asset management firm serving tech-savvy investors, entrepreneurs, and forward-thinking retirees.
Secure. Smart. Strategic.
Compass Crypto is a forward-thinking investment management firm specializing in digital assets. With a deep understanding of blockchain technology and global financial markets, we provide tailored crypto investment solutions that align with your goals.
Crypto Portfolio Management
We design and manage diversified cryptocurrency portfolios tailored to your financial goals and risk tolerance. Our investment strategies are driven by deep market research, technical analysis, and a disciplined approach to asset allocation.
Whether you're just beginning your crypto journey or managing a sophisticated portfolio, our expert team is here to guide you every step of the way.
Investment Management
With approximately $260 million in assets under management*, we have the scale to engage with major investment companies to provide personalized investment solutions for you.
Many of our larger competitors with the same investment company access find it harder to customize investments for their clients on an account-by-account basis due to the high volume of accounts they handle.
At Compass Wealth Management, we pride ourselves on our ability to highly customize clients’ investments. We carefully consider legacy holdings and/or low-basis stocks and optimize unique income and hedging strategies specific to each account.
