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Digital Assets & Cryptocurrency

Rebel Financial believes in digital assets as an important part of the modern portfolio. Our founder, W. Phil Ratcliff, has been a long-time leader in the space and holds the Certified Blockchain and Digital Assets Advisor (CBDA) designation.

Before investing in digital assets, we encourage you to understand the risks and opportunities. The resources on this page are designed to help you invest responsibly.

Watch Phil’s short introduction to digital assets and cryptocurrency,

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What are Digital Assets?

Links & Resources for Further Reference

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How Have Cryptocurrencies and Digital
Assets Performed?

One way to evaluate the performance of digital assets is by looking at their Internal Rate of Return (IRR) over time. Below are simplified case studies for two of the most well-known cryptocurrencies: Bitcoin and Ethereum.

How mignt Digital Assets Make money for people in the future?

Capital Appreciation​

Buying and holding digital assets that increase in value over time — similar to investing in stocks or real estate.

Underlying Infrastructure & Support Companies

Investing in exchanges, wallet providers, and blockchain infrastructure firms that power the digital asset economy.

Cashflows from Mining and Staking

Earning rewards by helping secure blockchain networks, either through proof-of-work mining or proof-of-stake validation.

Entrepreneurial Gains & Disintermediation

Creating or supporting decentralized applications (DApps) and platforms that reduce the need for traditional intermediaries in finance, identity, and more.

How Can You Participate & How Can We Help?

There are multiple ways to gain exposure to digital assets, depending on your preferences for control, convenience, and professional guidance. Here are four common pathways, along with how our team can assist you:

Buy Directly & Self-Custody

You buy digital assets yourself and store them in your own wallet, maintaining full control.

Exodus

Exodus

Proton

Proton

Many many More

Many many More

Buy Directly from an Exchange

Set up an account with a trusted exchange to buy and hold crypto assets.

Coinbase

Coinbase

Gemini

Kraken

Kraken

Buy Through ETFs & Trusts

Get crypto exposure via publicly traded ETFs or trusts, available through major custodians.

Charles Schwab

Schwab

Fidelity

Etrade

Etrade

Robinhood

Robinhood

Invest in Blockchain Stocks, ETFs, or SMAs

Invest in publicly traded blockchain companies, sector-specific ETFs, or actively managed strategies.

Using rF

Link to rF via L1 (Self-Custodied Accounts)

Link to rF via our partner L1 and your advisor can collaborate
Coming Soon

Buy from Exchange (Custodial Account Management)

Open a Gemini / Coinbase account and link to rF via our partner Securitize so your rF advisor/coach can track & collaborate.
Open a Gemini, Coinbase, or Anchorage account with rF via Securitize for professional management.
Get Started

Use ETFs & Trusts (Through rF Custodians)

Open an account with rF using one of our DMA custodians for professional management:

a) For a concentrated side account

b) Use of Digitally Enhanced models

Get Started

Blockchain/DeFi Strategy (SMA or ETF/Stock)

Open an account with rF via one of our DMA custodians and select our New Era strategy, which has a substantial allocation to Digital Assets and DeFi.
Get Started

How rF Professionally Manages Digital Assets (DA)

rF manages digital assets through a research-backed index of leading and promising cryptocurrencies.
Portfolios are regularly updated and rebalanced based on new data and use-case potential.
We also offer Digitally Enhanced portfolios that blend traditional and digital assets for growth and diversification.

Concentrated DA Stratergy

A). Our management team does due diligence to create an index of the largest DA and the DA’s which show promising ability to create utility that have good use-cases.

B) We invest in this index, updating occasionally to implement new research and rebalance as needed.

Digital Asset Index Allocation

Digitally Enhanced (DE) Portfolios:

Traditional Portfolio and Digitally Enhanced Portfolio

B). Why DE?

  1. High potential future growth

  2. Historically, high non-correlation

C). Historical Example

Historical Non Correlation and Historical IRR with Bitcoin Allocation

Get Started with rF:

Open a no-obligation account under our rFreemium Plus

Join rFreemium Plus

Join rF as a full Networth client

Join Now

Not sure / want to talk with an advisor first?

Schedule Now

rF only allows 10% of investable assets allocated to this as an asset max, due to this strategy’s speculative nature.

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