Grayscale Launches 4 Crypto Portfolios for Financial Advisors
Key TakeawaysGrayscale launched four model portfolios built from crypto ETPs.Every strategy is rebalanced quarterly with a 40% weighting cap per asset.Advisors retain control over allocations made in client accounts. Four Models Package Crypto Exposure for Advisor Accounts Financial advisors gained four preconstructed approaches to digital asset exposure on Sept. 14, when Grayscale announced its model portfolio suite. The strategies combine multiple crypto exchange-traded products (ETPs), while incorporating asset selection, position sizing, diversification, and rebalancing into methodologies that financial platforms can make available for client accounts. Laurie Katz, Grayscales global head of distribution, described the models as a way to reduce the operational work involved in maintaining separate crypto allocations. Katz stated: “Advisors are increasingly looking for ways to bring digital assets into client portfolios without having to build and maintain allocations asset by asset.” The launch moves Grayscales advisor offering beyond individual funds and into portfolio construction, where several products are grouped under one strategy. Each model provides suggested allocations rather than a directly managed account, leaving the financial professional responsible for deciding how the portfolio applies to each client. Bitcoin, Altcoins, and Infrastructure Define the Four Strategies Each strategy uses market-cap weighting, rebalances quarterly, and limits any single asset to 40% of the portfolio. The official









