Where every allocator begins
Onramp Advisory
The question isn't if bitcoin belongs in your mandate — it's how. Decision support for boards, CIOs, treasurers, and risk teams: orient, evaluate, select structure, and govern ongoing exposure.
How It Works
Decision support, institutional custody
From discovery to structure — Onramp helps you frame the decision alongside your own advisors, and your bitcoin is secured in Multi-Institution Custody.
Discovery and framing
Onramp's strategy team reviews your goals, constraints, and risk profile alongside your fiduciary advisors to surface considerations for an appropriate bitcoin allocation.
Strategy and structure
Receive a tailored bitcoin allocation framework — sizing scenarios, timing considerations, and which wrappers and Onramp products best fit your mandate. You and your advisors decide.
Execution and custody
You execute on your decision through Onramp's products, and your bitcoin is secured in a Multi-Institution Custody vault. Ongoing reviews keep your allocation considerations aligned with your goals.
What We Deliver
A defensible process, end to end
Committee-grade materials across orientation, structure, custody, and governance.
Executive & Committee Briefing
Tailored education with comparative analysis vs. equities, bonds, and gold; built to survive consultant review.
Portfolio & Liquidity Modeling
Position sizing, rebalance bands, drawdown rules; ETF vs. direct vs. trust trade-offs.
Wrapper & Custody Fit
Match mandate to U.S. Statutory Trust or Multi-Institution Custody Vault; document the rationale.
Governance & Audit Pack
Audit-ready documentation, decision memo templates, and on-chain verifiability.
Full-Stack Advisory Infrastructure
Guidance across custody, fund structure, tax jurisdiction, and compliance. Coordination with legal, tax, and auditor teams.
Stakeholder Enablement
RIA-ready briefs and client/board communications.
Outcomes By Sector
Benefits of a bitcoin strategy
Tailored guidance for every type of allocator.
Family Offices
Wealth-preservation; inheritance planning via Multi-Institution Custody + familiar wrappers, as well as dynasty trusts.
Registered Investment Advisers
Compliance-ready vehicles; in-kind flows; keep AUM on-platform.
Pensions & Endowments
Committee-grade analysis; no single-point-of-failure custody.
Corporate Treasuries
Reserve-asset playbook; segregated vault controls; in-kind flexibility.
Sovereigns
Neutral reserve-asset; multi-jurisdiction quorums.
Asset Managers & Hedge Funds
Liquidity, in-kind, and trading-desk-friendly ops.
FAQ
Common questions
What you need to know about Onramp's advisory services.