<description>&lt;p class=""&gt;Much like with traditional investments there will be financial advisors whom do not want to be responsible for managing their clients' cryptoasset portfolios. Investment selection, asset allocation, and ongoing portfolio management may not be where advisors want to spend their time and they lean on TAMPs and model portfolios to guide their investment decisions.&lt;/p&gt; &lt;p class=""&gt;WisdomTree was one of the early movers on crypto and has partnered with Onramp Invest to empower financial advisors with model portfolios that include cryptoassets. I'm joined by Jeremy Schwartz and Matt Kress to discuss why WisdomTree sought to add cryptoassets to their model portfolios, the research they relied on when building the portfolios, what they are seeing in their discussions with financial advisors, and more.&lt;/p&gt;</description>

The Advisor Of Tomorrow

Justin Castelli, CFP®

Crypto Model Portfolios With Jeremy Schwartz and Matt Kress

OCT 28, 202150 MIN
The Advisor Of Tomorrow

Crypto Model Portfolios With Jeremy Schwartz and Matt Kress

OCT 28, 202150 MIN

Description

Much like with traditional investments there will be financial advisors whom do not want to be responsible for managing their clients' cryptoasset portfolios. Investment selection, asset allocation, and ongoing portfolio management may not be where advisors want to spend their time and they lean on TAMPs and model portfolios to guide their investment decisions. WisdomTree was one of the early movers on crypto and has partnered with Onramp Invest to empower financial advisors with model portfolios that include cryptoassets. I'm joined by Jeremy Schwartz and Matt Kress to discuss why WisdomTree sought to add cryptoassets to their model portfolios, the research they relied on when building the portfolios, what they are seeing in their discussions with financial advisors, and more.