Cryptocurrency continues to grow in popularity in the investment world. As a result, investors are interested, yet hesitant, when approaching the currency due to its volatility and the lack of knowledge or understanding of this modern currency. Chief Investment Officer at Independent Solutions Wealth Management connected with Nathan Ramos, founder of NR Capital, to dive deeper into the cryptocurrency realm.
Independent Solutions Wealth Management is a firm that specializes in asset allocation- typically utilizing mutual funds, ETFs and individual stocks.
“We are constantly getting the questions that I’m sure every financial advisor is getting ‘how can I invest, and/or should I be investing in crypto currencies’. While our investment committee has two CFAs, and close to 200 years combined experience in equity and fixed income markets, sometimes it is best to, shall we say, go a little younger and learn from someone who’s done a ton of research, someone who is actively investing in crypto, even mining crypto, to answer some of the questions our committee has received from advisors and their clients.” – Dan Neiman, CIO
After many hours spent conversing with Nathan at the Peak conference this year, Dan now considers Nathan to be his “expert on all things Crypto” and our team felt this is a conversation that all Peak reps could benefit from. Last week, Dan and Nathan joined together via Zoom and we are sharing this valuable information with you all today. Below are some highlights from the discussion, or you can watch the full interview linked at the bottom of this email.
For Investment Professional use only, not for use with the public. For informational purposes only, not to be taken as investment advice. Cryptocurrencies are currently an unregistered and unregulated investment. They are subject to increased risks, market manipulation, potential fraud, and extreme volatility that could result in significant losses. They are not suitable investments for everyone. For Investment Professional use only, not for use with the public. For informational purposes only, not to be taken as investment advice.
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