Welcome and Introductions
We will make a quick introduction and share who BrightAdvisor® is and how we help our clients. Then, we quickly want to start learning about you, your overall financial situation, your current crypto understanding and experience, and what are you looking to achieve. Your BrightAdvisor® will modify the agenda to meet your needs and timing.
Following The BrightMethod™, BrightAdvisor will make recommendations to you about what percentage of your portfolio should be allocated to the Crypto asset space.
Review Your Current Portfolio
If you currently have a crypto portfolio, we'll review your holdings and take a quick look at your overall portfolio. We talk about your existing strategy, and if you don't have one then we'll talk about that. Your BrightAdvisor® can make buy/sell recommendations, and may. You can also talk shop about specific projects, and compare research.
State of the Market & Timing
Review the BrightCrypto™ Market Outlook. Take a quick look at the overall crypto landscape. Learn where (we believe) we are on the Crypto timeline. Review upcoming key events that are likely to influence the crypto space.
Active Portfolio Management
Open an account and have BrightAdvisor® actively co-manage your Crypto portfolio. Experience the peace of mind that comes with our Crypto Under Management service. We handle the complexities of account creation, portfolio construction, and strategic buy/sell decisions. Our methodical approach includes dollar-cost averaging into carefully selected projects at optimal price points, aligning with your investment objectives