Cryptocurrency & Digital Asset Solutions
for Individuals, Financial Advisors, & RIAs
Are you looking for a cryptocurrency solution for yourself or your clients? The Willow Crypto SMA provides secure, compliant, and professionally managed exposure to cryptocurrencies and digital assets.
If you are looking for traditional asset management services please visit our sister site Willow.
Willow Crypto
Willow Crypto, a DBA of ADCM, LLC an independent Registered Investment Advisory firm, specializes in cryptocurrency and digital asset management. Willow Crypto creates professionally managed cryptocurrency portfolios to provide core exposure to the most promising crypto assets and tactical allocations to emerging and evolving trends in the crypto and digital assets space.
The Willow Crypto SMA
It can be challenging to successfully navigate the dynamic and constantly evolving world of crypto and digital assets. Being a nascent technology and a new asset class comes with the potential for great possibility. But in a world plagued by information asymmetry, where both depth and breadth of understanding varies widely from one party to the next, the landscape can seem increasingly complex.
Our management team has been active in the cryptocurrency space for the past several years, observing, studying, participating, and interacting with smart contracts and developer communities to gain deeper insight and understanding to help differentiate between what is a legitimate use case and what is vaporware. Pairing this with our decades of traditional investment management puts us in a unique position combining proven and balanced due diligence, research, and risk management methods with cutting- edge emerging technology. We firmly believe blockchain technology will reshape the world as we know it over the coming decades.
What the Willow Crypto SMA can provide you:
Institutional-grade security
Client assets are held at a qualified custodian in an offline, institutional-grade custody account, with industry leading security.
Compliant and insured
We provide multi-layer protection and compliant movement of funds. Cash is FDIC insured and Digital Assets Insurance covers digital assets in the event of a custodial hack.
Seamless client onboarding
We have a fully digital onboarding process, making opening and funding accounts simple.
Experienced management team
We are professional money managers with 45+ combined years of experience in financial markets.
The Willow Crypto SMA Investment Philosophy & Strategy
While bitcoin has paved the way for digital assets, proving a concept and defining an entirely new asset class, digital assets are not just about bitcoin. We believe it is only proper to diversify in this space to capture the full potential unlocked by this disruptive technology. We liken today to the internet build out of the 1990s. Simply put, we believe there will not be one winner, but many. The crypto and digital asset landscape is diverse and complex in what real world problems and inefficiencies it aims to solve.
Our approach to investing in the cryptocurrency and digital assets realm revolves around three core tenets:
- Mindshare: We invest where the developers and builders are actually building, and community is forming.
- Agnostic Blockchain Infrastructure: We invest in projects that solve challenges such as scaling, interoperability, and security, who are actively making the cryptocurrency space more resilient, robust, and useful.
- Useful Use-Cases: We invest in projects bringing new efficiencies to market, solving real-world problems, disintermediating legacy systems, and creating a fairer, more connected, and just world.
While the above reflects where our current focus lies, the landscape is constantly shifting and growing so these themes may develop and change over time.
Just as the internet was a blackhole in its early days, few really grasped the potential for impact it would have to reshape our world and the ways in which we transact and interact as a global society. So too now do we find ourselves in a situation where a new technology has the potential to disrupt and spur innovation to change the world we live in.
Hypothetical Portfolio Allocation
The below portfolio allocation is for illustrational purposes only and actual portfolio allocations may vary.
- Established Blockchains
- Blockchain Infrastructure
- DeFi
- DAOs
- Emerging Tech
Our Management Team
We are seven person team of forward-thinking individuals located around the country, headquartered in Pittsfield, MA the heart of the Berkshires. As a team we prioritize our focus on innovation, self-development, heart-centered leadership, and ESG integration.
Our portfolio management team has decades of experience in financial markets, navigating client assets through multiple market cycles from boom to bust (1987, dot com, GFC). Further, we have over a decade of experience with ESG integration and the connection between sustainability and the promise of decentralization and distributed systems enabled through cryptocurrencies, blockchains, and digital assets is quite apparent to us.
L. Alexandra Dest
Founder & CEO
Paul A. Farella, MBA
Managing Director
Understand the risks.
Cryptocurrencies, digital assets, distributed ledgers, and blockchains are all a new technology and as such come with risks. It is important to know about and understand what these risks are. Read our risk disclosure here.