How to Manage Digital Assets: Bitwise's New Model Portfolio Approach

Managing digital assets effectively has become essential for financial advisors looking to offer their clients meaningful exposure to the cryptocurrency ecosystem. Bitwise, a leading digital asset management firm, has addressed this challenge by introducing a comprehensive set of professionally designed model portfolio solutions. These strategies are now accessible through multiple advisory platforms that collectively oversee more than $1 billion in assets, making them practical tools for wealth managers seeking to incorporate crypto allocations into their client portfolios.

Seven Strategic Models for Managing Diverse Crypto Exposures

Rather than forcing advisors to build digital asset allocations from scratch, Bitwise’s new framework provides pre-constructed portfolio templates across several categories. The lineup includes seven distinct models, each designed with specific investment objectives in mind. The foundational “core” portfolio strategy offers broad-based exposure to the entire digital asset ecosystem, providing a balanced entry point for advisors new to managing crypto portfolios.

Beyond the core strategy, Bitwise has developed specialized “thematic” models that focus on specific segments of the digital asset space. These include focused approaches to stablecoins—digital currencies designed to maintain stable value—and asset tokenization, which represents the emerging trend of converting traditional assets into blockchain-based tokens. This segmented approach allows advisors to tailor digital asset exposure based on client preferences and market outlook.

Comprehensive Management Options Across Asset Classes

The platform offers flexibility through multiple portfolio construction approaches. Advisors can choose from pure digital asset models, crypto-focused equity models that track blockchain companies, or hybrid strategies that blend digital assets with traditional stocks. This variety ensures that regardless of whether a client wants pure crypto exposure or a more conservative integration of digital assets into a broader portfolio, appropriate solutions are available.

Systematic Rebalancing: Keeping Your Digital Asset Strategy on Track

Effective portfolio management requires more than just initial selection—it demands ongoing oversight. Bitwise takes a proactive approach by continuously monitoring all model portfolios and systematically rebalancing them to maintain their target allocations. This active management process prevents digital asset exposures from drifting away from their intended composition, which is particularly important in the volatile crypto market where price movements can quickly alter portfolio weightings.

By automating the rebalancing process and providing professional-grade management of digital assets, Bitwise removes the operational burden from advisors while helping their clients maintain disciplined, diversified digital asset positions aligned with their long-term investment goals.