Advisory. Information. Education.
Coinstone Capital is a boutique digital asset investment advisory firm
We combine blockchain know-how, capital markets expertise and financial industry consulting experience to help customers to invest in digital assets.
Customised portfolio services
We provide customised portfolio services to all digital asset investors. This includes first-timers, retail investors, high-net worth individuals, family offices and financial institutions.
Model portfolio
Our core service is a digital asset model portfolio which is customised around your personal risk tolerance, view on the market and timeline.
Information
We constantly monitor your portfolio and provide weekly information and suggestions to keep the portfolio optimised and broaden your understanding.
How we work
You keep control over your digital assets while benefitting from our expertise on an ongoing basis
1. Model Portfolio
Each client has different reasons to invest in digital assets. These reasons should be reflected in their investment portfolio. The customised model portfolio is our core product. It is based on the insight that digital asset investors want to express their views while benefiting from expert guidance.
1.1 Personal assessment
During a personal meeting we gain insight into your level of knowledge, view on the market, risk tolerance, timeline and investment goals. It is also an opportunity to meet your Coinstone Capital representative.
1.2 Asset selection
Based on the assessment we help you to select the digital assets that fit your purposes. By using a proprietary system based on volatility and correlations we weight the investments to create a risk optimised portfolio.
1.3 Discussion
During a personal follow-up meeting we discuss your investments and the portfolio itself as well as an allocation strategy. In this way you gain knowledge on the most cutting-edge digital asset investments and start your journey to becoming a more independent digital asset investor.
2. Portfolio Information
As digital assets become more mainstream and projects become more mature, developments become more fast-paced. In this environment good decision-making depends on the intelligent use of information. With weekly portfolio information updates Coinstone Capital provides the latest information, analysis and suggestions relevant to your personal portfolio.
2.1 Macro outlook
Digital assets do not exist in a vacuum anymore. Therefore the broader political climate and situation in the rest of the financial market has an ever-increasing effect on digital assets. In the portfolio information we provide an overview of the relevant political and financial developments and provide analysis on the effect they may have on your portfolio.
2.2 Portfolio relevant news
Digital asset projects may announce important partnerships and developments or might have an unexpected setback that might influence the value of the asset. We constantly monitor each project in your portfolio and provide information and analysis on the latest developments and how it may effect asset value.
2.3 Portfolio suggestions
The digital asset market is dynamic and therefore change is a constant. From time to time adjustments should be made to the portfolio to keep it on track towards your goals. All suggested adjustments to the portfolio will also be shared in the portfolio information updates.
3. Coaching
Digital assets are arguably the most cutting edge and interesting part of the financial industry. Keeping up to date and moving towards becoming an independent digital asset investor requires access to structured and trustworthy information.
3.1 Digital asset use cases
Digital assets are not just about digital currencies. The underlying technology has many other exciting applications. We delve into the most interesting blockchain use cases and supplement it by discussing real-world projects.
3.2 Project selection
Not all digital assets projects are created the same. Some will be future household names, some are high potential but have fatal flaws or some are outright frauds. Learn what considerations professional digital asset investors take into account before making investments.
3.3 Portfolio management
In the long run portfolio management makes the distinction. This is irrespective of the asset class. Asset allocation, market timing and risk management are some of the relevant skills which we teach.