Fiduciary Prime - Our Approach
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Our Approach

A professional approach to
crypto asset management

A field as complex as crypto demands rigorous, institutional-grade measures to protect client funds Here are several ways Fiduciary Prime manages risk in areas from custody and trading to regulation and compliance.

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Secure • Regulated • Professional

Managing Risk

Investors have an ever-increasing number of ways to allocate capital to digital assets—and a complex matrix of risks to navigate. Fiduciary Prime’s clients are professional investors, including RIAs, banks, broker-dealers, institutions, investment managers, and family offices, each holding rigorous standards and strict fiduciary responsibilities to their own clients and trustees. The Fiduciary Prime suite of funds and products is engineered specifically to meet these institutional standards, defining our professional approach to digital asset management and driving the comprehensive measures we take to safeguard client capital.

Fiduciary Prime Capital safeguards assets with U.S.-regulated, third-party institutional custodians.Fiduciary Prime Capital’s funds custody assets with leading providers, including Coinbase Custody Trust Company, Fidelity Digital Assets, Anchorage Digital Bank, and Gemini Trust Company. These custodians are either New York State-chartered trusts, with oversight provided by the New York State Department of Financial Services, or federally chartered banks regulated by the Office of the Comptroller of the Currency.Assets are segregated and stored securely with state-of-the-art technology. Fiduciary Prime Capital does not permit the lending of any crypto assets in its crypto index funds. As a crypto specialist, Fiduciary Prime Capital rigorously monitors and evaluates both current and prospective providers. For traditional assets held in Fiduciary Prime Capital funds, custodians include the Bank of New York Mellon and Brown Brothers Harriman & Co.

We trade safely in the background so your crypto never leaves lock and key. Leaving crypto sitting on standard public exchanges is highly risky. Fiduciary Prime uses institutional-grade security to ensure your assets remain protected during every single transaction: Off-Exchange Trading: We use private, institutional trading desks. This means your crypto stays locked in ultra-secure custody until the exact moment the trade is finalized. No Exchange Exposure: We avoid leaving assets sitting on vulnerable trading platforms where they could be exposed to hacks or freezes. Strict U.S. Guardrails: If we ever use an exchange, we only partner with strictly regulated, domestic U.S. platforms with tight limits on exposure.

Triple-checked by independent experts to keep your money safe. We don't grade our own homework. Fiduciary Prime uses external financial experts to double-check everything we do:Annual Audits: Top registered accounting firms review our numbers every year to prove our records are 100% honest and accurate. Real-Time Tracking: Independent administrators constantly track our assets to confirm that your crypto is exactly where it belongs. Smart Tax Handling: Professional tax teams handle our reporting so your investments always stay fully legal and compliant.

We operate with federal oversight to ensure your investments are safe and transparent. Fiduciary Prime Capital actively complies with rigorous U.S. financial regulations to give you complete peace of mind: SEC Regulation: Our investment funds are managed by an SEC-registered investment adviser, ensuring we meet strict federal standards. FINRA Oversight: Our investment professionals are fully supervised under a FINRA-registered broker-dealer to guarantee ethical conduct. Public Transparency: We file regular, audited public reports in compliance with major federal securities laws, keeping our operations completely open and accountable.

Crypto can feel complicated and risky, but you don’t have to navigate it alone. At FiduciaryPrime, our team of over 75 tech and finance experts has spent decades helping people safely grow and manage their digital assets through every market high and low. We take the guesswork out of crypto investing so you can build your wealth with total confidence: Your Safety First: We thoroughly vet every token and platform we work with, protecting your hard-earned money from hidden industry risks. Expert Guidance: We don't just manage your assets—our friendly team of client specialists is always here to explain market trends in plain English. Proven Stability: We have a long, successful track record of keeping client portfolios secure across multiple crypto market cycles.
Trusted since 2018 • 7+ years expertise

Let us take care of your crypto assets.

Crypto evolution brings professional investors both opportunity and complexity, making expert and institutional solutions critical for success.

*Investment involves risk. Past performance is not indicative of future results.
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