Designing Innovative Strategies
in the Digital Asset Sector

Who We Are

Entoro Wealth is a Registered Investment Advisor and asset manager for a portfolio of professionally managed investment strategies. Each portfolio strategy encompasses a digital asset component, coupled with pre-determined risk exposure.

Our Approach

Entoro Wealth believes it is much more important to focus on where markets are going rather than where they have been. Focusing on historical returns in determining what provided maximum returns in the past means missing out on new opportunities.

We take a forward-looking process to embrace utilization of new asset classes in combination with traditional asset classes.

This strategy provides investors exposure to enhanced alpha while embracing traditional risk management.

Dynamic Management

While taking a long-term macro approach to managing portfolios, we seek to add value by constantly monitoring positions on a real time basis. Markets today are extremely sensitive to global macro events, with the traditional “initiate it and forget it” investing approach exposing portfolios to increased risk.
Dynamic management means monitoring, analyzing and adjusting positions judiciously as market conditions dictate, to refresh and reset our thinking.

Strategies

Each of our professionally managed strategies encompasses a digital asset component. Our strategies offer investors a way to gain exposure to the cryptocurrency sector with a pre-determined risk exposure. Each portfolio offers investors a means of participating in the digital asset market while lowering logistical barriers to entry such as exchange access, custody, and execution costs.

Entoro Wealth has also filed with the Securities & Exchange Commission to offer the Gray Swan portfolio strategy in a listed fund structure. This will enable all investors the ability to diversify their investments to include exposure to the digital asset sector.

We currently offer three boutique portfolio strategies to investors as seperately managed acounts.

Our Leadership Team

Bill Taylor

Chief Investment Officer

Entoro Wealth is headed by Chief Investment Officer Bill Taylor. Mr. Taylor is a preeminent, and widely published, international authority on investing in digital currencies & financial technology. He has over thirty-five years of experience in the financial markets, beginning as an original member of the Chicago Board Options Exchange and subsequently as a member of the CBOT and CME. He was also Managing Director of Risk Management for a major NYSE clearing firm, later sold to Goldman Sachs.

He also co-founded Cornerstone Ventures, a publicly traded securities/futures and money management firm with offices in Chicago and LaJolla, California. While in the CEO role, Mr. Taylor oversaw all the firm’s proprietary trading and hedge fund operations.  

Mr. Taylor is a graduate of Texas Christian University.

James C. Row

Managing Partner

James C. Row, CFA has over 25 years of experience in various areas of deal structuring and energy finance, including: producer finance, project finance, drilling programs, A&D, securities and risk management. He has originated and arranged funding, debt (senior and mezzanine) and equity, on over $10 billion of energy projects. At Enron, Mr. Row specialized in structuring bids for power, E&P, energy services and water privatization projects worldwide. Jim is a Chartered Financial Analyst and maintains Series 7, 24, 28, 63, 79 and 99 FINRA licenses. Mr. Row serves as a member of the Houston Society of Financial Analysts, Houston World Affairs Council, Houston Producers Forum,TMA, IPAA and AIPN and is an author on a number of oil and gas issues and a regular speaker at energy conferences world-wide.

Managed Accounts

Each of our professionally managed strategies encompasses a digital asset component. Our strategies offer investors a way to gain exposure to the cryptocurrency sector with a pre-determined risk exposure. Each portfolio offers investors a means of participating in the digital asset market while lowering logistical barriers to entry such as exchange access, custody, and execution costs. Each portfolio employs active risk control and a quarterly rebalancing program to lower volatility and strengthen the portfolio’s resilience to unforeseen drawdowns during stressful crypto-market conditions, while generating superior risk-adjusted returns.

The portfolio offers three boutique portfolio strategies to investors as separately managed accounts.

Gold - Digital Asset Portfolio

The portfolio invests up to 75% of funds in physical gold via either an ExchangeTraded Fund that directly holds physical gold or a tokenized digital assetbacked by physical gold. Up to 25% of the remaining invested funds are invested in the top five cryptocurrencies (by market cap) including Bitcoin, Ethereum,etc.

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Gray Swan Portfolio

The Gray Swan Portfolio is comprised of an allocation of up to 50% SHORT S&P 500 holdings via an inverse Exchange Traded Fund (ETF), up to 25% in physical gold,  and digital assets such as bitcoin and ethereum with the remaining 25% in short term U.S. Treasuries. Gold is held via either an Exchange Traded Fund that directly holds physical gold or a tokenized digital asset backed by physical gold.

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Wild Swan Portfolio

The “Wild” Swan Portfolio is comprised of an allocation of up to 50% SHORT the S&P 500 by holding an inverse Exchange Traded Fund (ETF), up to 25% in physical gold,  and up to 25% digital assets such as bitcoin and ethereum. Gold is held via either an Exchange Traded Fund that directly holds physical gold or a tokenized digital asset backed by physical gold.

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Moving forward we will offer investors a way to invest in collectables (wine, fine art, real estate, etc) via the tokenization of these assets thus creating digital asset portfolios. Currently many of these collectable assets are unavailable to most investors.

In the News

The Gray Swan Volume 5: Could The Demise Of China Be The Next Gray Swan?

June 26, 2020

Gray swan is a term used to describe a potentially very significant event that is considered unlikely to happen

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The Grey Swan Turns Darker

October 30, 2019

“Grey swan is a term used to describe a potentially very significant event that is considered unlikely to happen but still possible.

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NBA Halts Basketball Star Spencer Dinwiddie’s Plan To Tokenize His Contract

October 14, 2019

Last week the story about Spencer Dinwiddie’s idea to tokenize his contract with the NBA’s Brooklyn Nets seemed brilliant.

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After 10 Years Of Bull Markets, It Might Be Time To Adjust Thinking

October 14, 2019

Most investment advisors and money managers are finding out that generating market-beating returns for their clients is getting much more difficult.

Read More

Contact Us

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333 W. Loop N., Suite 333
Houston, TX 77024
Securities offered through Entoro Securities.
FINRA | SIPC

Disclosure