Platform enables investment professionals to offer institutional-caliber, risk-managed, research-focused portfolios to their clients
Valkyrie Funds, LLC., a leading Registered Investment Advisor (RIA) focused on digital assets, announced the launch of the new Valkyrie Risk Managed Separately Managed Account (VSMA) Platform enabling advisors to offer digital asset investments to their clients.
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Nearly half of all financial advisors (45%) said in a recent survey that they plan to offer digital assets in response to client demand, according to Cerulli Associates. Furthermore, 80% of advisors revealed being asked about digital assets by clients of all ages, but only 14% are using or recommending digital assets.
Valkyrie SMAs offer the expertise of institutional-caliber portfolio managers who make investment decisions based on macro outlook, fundamentals, and technical analysis while seeking to mitigate risk and enhance returns. This product is currently available to financial advisors and RIAs, and offers three separate strategies.
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“Our conversations over the past year with financial advisors pointed to clear demand among their clients for access to this growing asset class” said Steven McClurg, co-founder and chief investment officer at Valkyrie Investments. “By taking a macro-focused, risk managed approach, we are able to offer access to potential upside of digital assets for their clients while also aiming to limit downside risk.”
All Valkyrie SMAs are IRA-eligible and enable direct ownership of digital assets, daily liquidity, the safety of a qualified custodian, and are research-driven using proprietary technology created specifically for this offering.
“Valkyrie SMAs are an institutional-caliber product built in response to feedback from investment professionals, and a desire to have a fully integrated product offering exposure to this asset class,” said Leah Wald, co-founder and chief executive officer at Valkyrie Investments. “They are a natural extension of the products we already offer to a wide variety of investor types and early feedback has been great, as we are already in the process of on-boarding a number of RIAs and financial advisors across the country.”
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