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
Professional guidance, institutional custody
From discovery to execution — your advisor guides every step and your bitcoin is secured in Multi-Institution Custody.
Discovery and assessment
Your dedicated advisor reviews your financial picture, risk tolerance, and goals to determine the appropriate bitcoin allocation for your portfolio.
Strategy and allocation
Receive a personalized bitcoin allocation strategy. Your advisor helps you determine sizing, timing, and which Onramp products best fit your needs.
Execution and custody
Your advisor executes the strategy and your bitcoin is secured in a Multi-Institution Custody vault. Ongoing portfolio reviews ensure your allocation stays 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, Cayman Fund, 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.