Expert Wealth Management with PAAM
Let our experienced portfolio managers handle your crypto investments with personalized strategies tailored to your financial goals and risk tolerance.
Our Professional Account Management Services
Experience elite wealth management tailored to your financial goals
Dedicated Portfolio Manager
Work directly with an experienced portfolio manager who understands your financial goals and risk tolerance.
- Quarterly strategy review sessions
- Personalized investment roadmap
- Direct communication access
Strategic Asset Allocation
Diversified portfolio construction using advanced asset allocation models to maximize returns while managing risk.
- Modern Portfolio Theory optimization
- Strategic rebalancing schedule
- Multi-chain asset exposure
Risk Management Framework
Comprehensive risk mitigation strategies to protect your capital during market volatility and maximize long-term growth.
- Automated stop-loss mechanisms
- Volatility-based position sizing
- Correlation-aware diversification
Comprehensive Reporting
Detailed performance analytics and transparent reporting to keep you informed about your investment progress.
- Real-time portfolio dashboard
- Transaction histories and audit logs
- Performance attribution analysis
AI-Enhanced Market Analysis
Cutting-edge artificial intelligence that analyzes market trends, sentiment, and on-chain data to identify opportunities.
- Sentiment analysis algorithms
- Pattern recognition systems
- On-chain analytics integration
Private Investment Opportunities
Access to exclusive pre-market opportunities, early-stage projects, and high-yield DeFi strategies not available to retail investors.
- Pre-market token allocations
- Exclusive staking opportunities
- Priority access to new platforms
Choose Your Account Level
Select the management tier that best aligns with your investment goals and capital
Starter
- Managed crypto portfolio
- Monthly rebalancing
- Top 20 cryptocurrencies
- Quarterly strategy calls
- Private investment access
- Dedicated portfolio manager
- Tax optimization
Growth
- All Starter features
- Bi-weekly rebalancing
- Custom asset allocation
- Monthly strategy calls
- Limited private opportunities
- Dedicated portfolio manager
- Tax optimization
Premium
- All Growth features
- Weekly rebalancing
- Advanced DeFi strategies
- Weekly strategy calls
- Full private investment access
- Dedicated portfolio manager
- Basic tax optimization
Elite
- All Premium features
- Daily rebalancing
- Custom strategy creation
- On-demand strategy calls
- Priority investment allocations
- Senior portfolio manager
- Advanced tax optimization
Strategic Asset Allocation
Our portfolio managers carefully construct diversified portfolios to optimize returns while managing risk
How PAAM Works
Your journey to professional wealth management in four simple steps
Initial Consultation
Schedule a call with our team to discuss your financial goals, risk tolerance, and investment timeline.
Portfolio Design
Our team creates a personalized investment strategy tailored to your unique financial objectives.
Account Setup
Complete our secure onboarding process and fund your account to activate your personalized strategy.
Active Management
Our portfolio managers actively monitor and adjust your investments to maximize returns and minimize risk.
Client Success Stories
Hear from investors who have transformed their financial future with our PAAM services
Switching to PAAM was the best financial decision I've made. My portfolio has grown 42% in just 14 months, and I don't have to worry about day-to-day management. The team is responsive and truly understands my goals.
As someone with limited time to manage investments, PAAM has been invaluable. Their team navigated the market volatility expertly and actually grew my portfolio during the last downturn when most of my friends were losing money.
The personalized approach makes all the difference. My portfolio manager understands my risk tolerance and investment goals perfectly. I've received access to opportunities I never would have found on my own.
Frequently Asked Questions
Common questions about our PAAM service
What is Passive Automated Account Management (PAAM)?
PAAM is our premium service where experienced portfolio managers take full control of your crypto investments. We handle strategy development, asset selection, portfolio construction, and ongoing management based on your financial goals and risk tolerance. Unlike self-managed accounts, PAAM provides professional oversight with regular rebalancing, risk management, and personalized investment strategies without requiring your day-to-day involvement.
How much control do I have over my investment strategy?
While our portfolio managers handle the day-to-day decisions, your preferences and goals drive the overall strategy. During your initial consultation and periodic review meetings, you'll define your risk tolerance, investment timeline, and financial objectives. You can set parameters such as asset class restrictions or allocation preferences. Our managers work within these guidelines while applying their expertise to optimize your returns.
What are the fees associated with PAAM?
Our fee structure is transparent and performance-aligned. We charge a base management fee of 1.5% annually, calculated monthly based on your portfolio value. Additionally, we apply a performance fee of 15% on profits above a 10% annual hurdle rate (high water mark applies). This structure aligns our incentives with your success—we only earn performance fees when we exceed target returns. All fees are automatically calculated and deducted, with detailed reporting provided.
How is my investment secured?
Security is our top priority. Your investments remain in segregated accounts under your name at our partner custodians, which employ institutional-grade security measures including multi-signature wallets, cold storage for 98% of assets, and 24/7 monitoring systems. We connect to your account via secure API with trading permissions only (no withdrawal access). Additionally, all accounts are insured against security breaches up to $250,000. Our risk management team continuously monitors for unusual activity with multi-layered fraud detection systems.
Can I withdraw my funds at any time?
Yes, you maintain full access to your funds at all times. While we recommend a minimum investment horizon of 6 months for optimal results, there are no lock-up periods or withdrawal penalties. Most withdrawal requests are processed within 24-48 hours, with funds returned to your designated wallet. For larger withdrawals (over $100,000), we request 3-5 business days' notice to strategically unwind positions without adversely impacting your portfolio value.
Ready for Professional Portfolio Management?
Transform your crypto investment strategy with our team of experienced portfolio managers. Start your journey to financial growth today.