A complete list of active advisors currently associated with Bitcoin Standard

Warmer can help you find a great advisor at Bitcoin Standard or one who fits your needs even better.

Bitcoin Standard provides advisory services to individual and high‑net‑worth clients seeking exposure to bitcoin and related commodities. The firm executes purchases on exchanges and arranges offline custody, and it also assists clients with tax reporting for digital currency transactions and bitcoin‑specific estate and succession planning. The firm’s investment process is structured around stages of the bitcoin market cycle and uses charting, cyclical, fundamental and technical analysis with a long‑term trading orientation. For security, client holdings are transferred off exchanges into client‑designated hardware wallets that the firm maintains and stores, with recovery seed information kept separately by a third‑party custodian. Notably, Bitcoin Standard manages both performance‑based fee accounts and non‑performance accounts, a compensation approach that is uncommon among peers and which the firm says it addresses through policies to mitigate conflicts of interest. The firm also requires clients to use a designated broker‑custodian (J.P. Morgan) and does not exercise trading discretion over client accounts, so clients retain approval of transactions.

To learn more about the advisors currently working at Bitcoin Standard, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Bertoncini	St Petersburg, FL	3

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