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 a global asset manager specializing in crypto and onchain finance with a nine-year track record and more than $14 billion in client assets. The firm’s suite of over 70 investment products—spanning ETFs, option income strategies, model portfolios, DeFi vaults, tokenized funds, and staking—helps investors access opportunities across the financial frontier. Bitwise serves more than 5,500 private wealth teams, RIAs, family offices, and institutional investors, as well as 21 banks and broker-dealers. The company is headquartered in San Francisco, with offices in New York and London.
