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PERSONAL INVESTORS

Personal

Investors

SERVICES

 

We offer a wide range of services and support for investors of all levels in the crypto investment space.

General Crypto & Blockchain Education

New to crypto? We’ve got everything you need. Our efficient, personalized training sessions will get you comfortable with the basics, including wallets, exchanges, and general blockchain principles. It’s never too early, or too late, to lean on the expert advice of a CryptoConsultz consultant.​

Our basic training is simple, clear, and easy to follow, and we’ll be there with you the whole time. 

Topics include:

  • Basics of blockchain and how to interface with the technology.

  • What is cryptocurrency?

  • Exchanges- how to use them and how to break free from them.

  • Wallet generation, hot wallets & cold storage solutions.

Portfolio Management 

Let’s grow together! We will start with an analysis of your current portfolio, and then compare it to a projection based on your targets, values, and risk tolerance to help you get to where you want to go!

  • Full evaluation of your current holdings and a personalized plan that meets your specific needs.

  • On-demand feedback and counsel to support your ongoing investment efforts. Have a question? Just reach out!

  • Curious about a specific project, protocol, or token offering? We provide deep-dive research and token reports that can help you make your decisions with confidence.

Advanced Crypto Trading Skills

For our more advanced clients, we can help you in your ongoing acquisition of interface and blockchain skills! Navigate the rapidly changing crypto world with a trusted partner guiding you and elevating your skill set.

Learn everything you need to become an independent and confident crypto investor, including:

  • Tokenomics models and advanced token evaluation

  • Advanced investment strategies such as staking, liquidity pools, lending, etc.

  • Blockchain idiosyncrasies and how to evaluate layer-1 platforms for long-term investment

  • NFT analysis, purchasing, and trading

  • IDO participation and platform evaluation

  • And much more!

Crypto Security, Cold Storage and Wallet Management

Learn how to be your own bank and take custody over your investment allowing for full access of funds. Minimize the risk of making pricey mistakes while transacting in the crypto markets.

Our industry-leading approach begins with a thorough evaluation of your current risk level. Our in-house crypto security specialist will conduct an in-depth assessment of your current situation and provide you with all the guidance and tools you need to get as hacker-proof as possible.

  • We offer customized crypto security plans that minimize risk for anyone investing in the high-risk crypto market.

  • Want to learn about cold storage options? We can support you the whole way as you transition your crypto from hot wallets and exchanges to cold storage for the ultimate level of protection from hackers.

  • Access the best cold storage devices, seed phrase management systems, and other essential programs to protect your crypto investments.

  • We offer comprehensive best practices around estate and custody planning in the event you are incapable of accessing your funds.

  • Learn how to create and store backups to your crypto cold storage devices.

Personal Coaching Sessions

Single Sessions

We’ll match you with one of our crypto experts that best meets your needs.  You’ll have a dedicated consultant and access to the full range of experts on our team. Meet with your consultant over video conference or by phone. In person consultations available by request for an additional fee.

30 minutes session - $260

60 minutes session - $350

Multi-Session Packages

We’ve got a variety of multi-session packages at discounted rates. Find a package that best meets your needs and save.  Packages are valid for 6 months and can be used in increments of 30 minutes. Spend as little or as much time with your consultant as you need, depending on the topic of the day.

5 session package = $1350

$270/hr -$400 savings!

 

10 session package = $2500 

$250/hr-$1000 savings

Webinars

Not sure how to start? Check out one of our Crypto & Blockchain 101 Webinars for a low-cost onboarding option. Join a live webinar or watch one of our pre-recorded sessions at your own pace.

Group Sessions

Looking to get your whole team or family up to speed with crypto? We offer group courses for both home and business. Contact us for a quote on a group session.

Perks

  • Access the best free resources through recommendations from our team of crypto experts.

  • Receive our monthly CryptoConsultz newsletter to keep up to date on the rapidly evolving cryptocurrency markets, learn about the latest in new token opportunities and stay up to date with the best security practices.

  • Access our in-depth token reports for an extra level of scrutiny before you invest.

  • Learn the safest, most secure products, platforms and services to utilize when managing your cryptocurrency.

  • Tap our massive network of resources for specialized advice on topics like crypto tax planning, estate planning, legal and regulatory guidance, and more!