Path Digital Advisors, LLC (“Path”), an SEC-registered investment advisor, has launched its new app nationwide featuring Managed Portfolios, a fully automated crypto portfolio.
With Gemini as its custodian, Path was created to empower investors of all levels to navigate the complex world of digital assets effortlessly, whether they want automated portfolios or just a safer place to hold their existing tokens
“As cryptocurrency has grown over the past decade, it has evolved into a legitimate investment option while becoming increasingly complex. Even for the most experienced investors, keeping track of the many digital currencies, market trends, and tech developments is a daunting task,” said Joel Birch, CEO of Path. “We believe that everyone should have access to expert guidance and diversified portfolios in the crypto space, as Managed Portfolios is our dedication to making cryptocurrency investment accessible to all."
Path’s innovative new app offers US-based clients: :
● Active Management ㅡ The Path Investment team (offering years of portfolio management experience) actively navigates market complexities to manage a user's crypto, so they don’t have to.
● Self-Directed Investment Accounts - Clients can trade assets on their own with deep liquidity and lightning-fast transactions.
● Fiduciary Responsibility ㅡ The platform has various regulatory checks and first line of defense controls to safeguard clients’ assets and data. As an SEC-registered investment advisor, Path has a fiduciary responsibility to ensure client assets are managed with their best interests first.
● Customized Investment Strategies ㅡ Robo-advisor technology offers users risk-based investment portfolios based on individual financial goals and risk tolerance. Investors simply answer a few questions, and the team does the rest, creating portfolios aligned with their financial objectives.
● Qualified Custodian ㅡ The platform was built with custody in mind, as Gemini Trust Company, LLC is a fiduciary and qualified custodian under New York Banking Law and is licensed by the State of New York to custody digital assets. Gemini is a full-reserve exchange and custodian, which means that all customer funds held on Gemini are held 1:1 and available for withdrawal at any time.
● Education ㅡ Path offers investors educational resources and custom research so that they can gain the knowledge they need to stay abreast of the crypto landscape.
● A Learning Curve For All ㅡDesigned for both crypto newcomers and seasoned investors, the platform has users covered at all levels of crypto investing experience. With only $100 minimum to start, the platform is open for everyone to invest in crypto confidently.
“Gemini shares Path’s mission to broaden access to crypto investing and Managed Portfolios symbolizes this effort perfectly, “said Paget Stanco, Principal of Institutional at Gemini. “Path will utilize Gemini’s infrastructure to provide secure access to crypto-native trading and custody for all Managed Portfolios users.”
Managed Portfolios is now available in the United States as Path plans to expand internationally throughout 2025, subject to regulatory approvals. The Path app is currently available on both the App Store and Google Play.