Ben McMillan, Chief Investment Officer of IDX Advisors, joined Keith Black, Managing Director of RIA Channel, to discuss the risk management of digital assets.
IDX Advisors was founded in 2019 by partners with previous experience in hedge funds with the goal of bringing alternative-style institutional exposures to the RIA community. The firm started with risk-managed bitcoin strategies in separately managed accounts. IDX Advisors provides risk-managed strategies across asset classes as well as custom portfolios, direct indexing, and OCIO services.
McMillan notes that digital assets are an interesting asset class that has value as a technology platform. Advisors need to understand the risk profile of digital assets before considering the role they play in a portfolio.
IDX Advisors sponsors a six-hour continuing education course on digital assets. The course covers bitcoin, Ethereum, and other digital assets, and discusses decentralized finance, stablecoins, regulation, taxes, and how to buy and hold digital assets directly and through ETFs. McMillan leads the portion of the course that explains the risk of digital assets and the strategies that can be used to mitigate those risks.
The regulatory environment improved for bitcoin and other digital assets in 2024, starting with the launch of spot bitcoin and Ethereum ETFs in the first half of the year. The Republican sweep in the election, the appointment of a new leader of the SEC and the White House’s AI and crypto czar could lead to a more crypto-friendly and well-defined regulatory framework.
WEBCAST – 2025 Digital Assets Outlook and Managing Digital Asset Volatility
Join Ben McMillan, Founder and Chief Investment Officer of IDX Advisors, for a discussion on:
- 2025 Outlook for Digital Assets
- A deep dive into the structural underpinnings of Bitcoin volatility, how investors can approach it and seek to mitigate it
Accepted for 1 CFP® / IWI / CFA CE Credit