01
Essential
Portfolio monitoring and market insight in a clear, straightforward routine.
Reports every two weeks
- Reports every two weeks
- Portfolio monitoring
- Rebalancing recommendations
- Client portal access
- Office Hours with the team
Explore what’s included
- Market reports
- Every two weeks, receive key market developments, our outlook and analysis of potential effects on your portfolio.
- Portfolio monitoring
- Regular monitoring of your portfolio’s composition and allocations.
- Rebalancing recommendations
- When an adjustment is warranted, receive a recommendation on which assets to increase, reduce, buy or sell, with the reasoning behind it.
- Crypto Pups Portal
- View portfolio value, composition and allocations, and access reports, alerts and recommendations in one place.
- Office Hours
- Join Google Meet sessions at times announced by the team to ask questions about the market, your portfolio and the strategy.


