Wealth Management
Wealth Management for Digital Asset Investors with a Regulated Investment Manager
Wave Treasury
Wave Financial is an investment adviser registered with the US Securities & Exchange commission as an investment adviser. We strive to crypto investors a complete solution for the investment management of digital assets. We have taken steps designed to ensure that assets are protected, growing, and generating income.
Wave Financial is a leader and pioneer in digital asset investment management. We are focused exclusively on digital assets, our offering is designed to provide the ultimate all-in-one portfolio solution for corporate and individual investors, and we have taken steps to ensure that assets are secure, growing, and generating income.
Our Strategies and Services
Digital Asset Lending Program
- Wave’s extensive network of counterparties allows us to lend digital assets at premium yields to allow clients to put idle assets to work without losing exposure to potential appreciation
- Wave works with the client to evaluate their optimal risk profile, then identifies a counterparty to provide an appropriate loan structure using collateral, term, and counterparty risks to fit the client’s needs.
Investment Advisory & Liquidity Management
- Our unparalleled digital asset management expertise is shared with clients. Wave provides risk management, investment analysis, and portfolio structure advice.
- We also use our counterparty relationships to assist clients in acquiring and structuring digital asset loans.
Managed/Premium Asset Disposal Program
- Secure, managed and confidential liquidations of digital assets for corporate and HNW clients
- Managed Asset Disposal Program liquidates assets on 1-5 day timelines, with constant oversight by Wave’s trading team to ensure optimal timing and volume.
- Premium Asset Disposal Program liquidates assets on 1-36 week timelines, using call options to sell at optimal prices while generating yield.
Derivative Strategies
- Wave leads the market in using derivatives for income and incremental growth in crypto holdings.
- Derivative Yield Program Derivative Yield Program (commodity pool operator exempted program) is designed to convert digital asset volatility into attractive yields.
Why us
Registered Investment Advisor
Low Fees
1%
Liquidity Services
Separately Managed Accounts
Investment Experience
Best in Class Service Providers and Counterparties
basic maintenance fee includes
- Portfolio structuring, rebalancing, and maintenance;
- Yield generation via lending and staking;
- Monthly reporting;
- Ongoing investment advisory consultation.
Client Case Study
Crypto Lending
For yield strategies using options, Wave also charges 15% the yield generated from option sales.
For strategies using futures, Wave also charges 0.10% of the notion value of the futures position.
Risk Management
Wave rigorously applies our asset management expertise to risk analysis. As a Registered Investment Advisor*, we take our fiduciary duty very seriously.
Backtesting
Wave’s strategies undergo rigorous backtesting to understand how they will perform in a range of market conditions.
Monitoring
Credit Underwriting
Credit Committee
Trusted Service Providers
Allocate your capital
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Other products and services
Index Fund
Wave Select 5 Digital Fund provides exposure to one of the best performing asset classes of the last 5 years
Protocol Inventory Management
Tokenized staking fund for your protocol. Programmable liquidity through fully-compliant global exchanges We deal with all the administrative hurdles providing you the ease of use.
Income Fund
Real Asset Fund
Wave Whiskey 2020 Digital Fund, the world’s first tokenized whiskey barrel fund that captures value appreciation associated with the aging of Kentucky whiskey, designed to be recession resistant
Active VC Fund
NFT Fund
Advanced treasury solutions including managed liquidations, staking, and derivatives support - all provided by our 24/7 global trading team.