Bitcoin in Model Portfolios: How a Professional Wealth Manager Allocates to Bitcoin
San Francisco • Apr 27, 2025In this fireside chat, iSectors CIO John Koch and Bitwise CIO Matt Hougan explore how bitcoin fits in an investment portfolio. Drawing from Bitwise’s extensive market analysis, they discuss key topics such as determining the right allocation size, the optimal timing for rebalancing, and how bitcoin has historically influenced portfolio performance across various market cycles. The session provides actionable insights for investment professionals on how to integrate bitcoin into their strategies and present it effectively to clients.
Bitwise Asset Management is the largest crypto index fund manager in America. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. For seven years, Bitwise has established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, and hedge fund strategies. Bitwise is known for providing unparalleled client support through expert research and commentary, its nationwide client team of crypto specialists, and its deep access to the crypto ecosystem. The Bitwise team of more than 90 professionals combines expertise in technology and asset management with backgrounds including BlackRock, Millennium, ETF.com, Meta, Google, and the U.S. Attorney’s Office. Bitwise is backed by leading institutional investors and has been profiled in Institutional Investor, Barron’s, Bloomberg, and The Wall Street Journal. It has offices in San Francisco, New York, and London.
