Wealth Management
Wealth Management for Digital Asset Investors with a Regulated Investment Manager
A complete solution for the management of digital asset investments.
Wave Treasury
Wave Financial (CRD#: 305726) is a Registered Investment Advisor. We offer crypto investors a complete solution for the investment management of digital assets. We ensure that assets are protected, growing, and generating income.
Wave Financial is a leader and pioneer in digital asset investment management. As the only Registered Investment Advisor* focused exclusively on digital assets, our offering is designed to provide the ultimate all-in-one portfolio solution for corporate and individual investors, ensuring 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 builds a 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 cliens
- 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 (commodity pool operator exempted program) converts digital asset volatility into attractive yields.
Why us
Registered Investment Advisor
Compliant fiduciary
Low Fees
1%, 15%
Liquidity Services
Active trading management with multiple yield and liquidation strategies designed to ensure efficient transactions and manage risk.
Separately Managed Accounts
BVI business entity. Direct ownership of assets. Sophisicated and flexible investment strategies with tax-efficient structure and simple fees.
Investment Experience
Over 100 years of combined investment experience across traditional and digital assets
Best in Class Service Providers and Counterparties
Wave navigates the complex landscape of digital assets with a connected, compliant, and secure suite of solutions, including qualified custodians and vetted service providers.
0%
per annum
advisory fee on assets under management
0%
of option premiums
generated using Wave’s Derivative Strategies
Client Case Study
Crypto Lending
Seek to generate an attractive risk adjusted yield with stablecoin lending
Being a Registered Investment Advisor also keeps our fee structure simple – we have no performance fees, so our clients keep all the upside
Risk Management
Wave rigorously applies our asset management expertise to risk analysis. As a Registered Investment Advisor*, we take out fiduciary duty very seriously.
Backtesting
Wave’ strategies undergo rigorous backtesting to understand how they will perform in a range of market conditions.
Monitoring
The Wave trading team monitors client positions regularly throughout investment duration, keeping clients in the loop on market movements.
Credit Underwriting
Counterparties undergo an underwriting process that evaluates company financials, history, and internal risk controls.
Credit Committee
Each credit underwriting is evaluated by a committe comprised of Wave’s senior leadership. Wave’s Credit Committee represents over 70 years of asset management expertise.
Trusted Service Providers
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Other products and services
Income Fund
Wave Bitcoin Income and Growth Fund- A professionally risk-managed Bitcoin fund product designed to transform BTC volatility into stable yield.
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, (recession resistant)
Active VC Fund
Wavemaker Genesis is an actively-managed liquid VC fund investing in crypto-assets since 2018 (spun out of Wavemaker Partners, a $400m traditional tech VC firm)
Protocol Inventory Management
Tokenized Staking Fund for your Protocol