Watch: Welcome to Truvius

Dec 10, 2024

Watch CEO and co-founder Connor Farley walk through the Truvius investment platform and show how we're powering systematic investing for digital assets at institutional scale:

About Truvius

Truvius is an all-in-one crypto investment management platform for cutting-edge investors seeking easy onboarding, a marketplace of thoughtful active and passive investment strategies designed for the long-run, qualified custody, performance analytics, and fully managed portfolio rebalancing – all within a sleek, intuitive dashboard personalized to you.

What Problem Do We Solve?

Truvius was founded to solve a specific and growing problem: as the crypto industry transitions from early adoption to mass adoption, we see that the digital asset class is evolving rapidly, but the investment products and experience are not. This is particularly true for savvy large-scale investors who are familiar with sophisticated long-term strategies made accessible via well-designed investor apps, but for whom these options don’t exist with digital assets and have been looking for a solution like Truvius.

The current crypto investment landscape also focuses heavily on purely passive exposure and concentrated single-token allocations to assets like Bitcoin and Ethereum, but investors are demanding broader multi-sector exposure to the entire digital asset ecosystem with active management options.

The Truvius Solution

Truvius solves this. We think the sophistication of our strategies coupled with the sleek feel and easy experience enabled by our platform will completely transform how investors view crypto asset management.

The first solution is our custom-built suite of investments that adhere to institutional portfolio construction techniques and span both passive and actively managed strategies. Our products and the allocator experience the Truvius platform enables are borne from our experience in institutional quant finance.
The second way Truvius changes crypto investing is through a seamless onboarding experience and intuitive investor interface that makes getting started and overseeing the entire investment lifecycle incredibly simple for investors.

Importantly, Truvius is a compliance-first advisor, meaning our entire platform – from custody and trading to performance reporting to investment offerings – adheres to SEC compliance and regulations.

Who is Truvius for?

Truvius serves both individuals and institutions.

For individual investors, we serve the high-net-worth individual and high-earner communities. For institutional investors, we serve family offices, funds of funds, and other allocators.

Truvius was founded for investors seeking fundamentals-driven systematic active management or thoughtfully constructed, broad-based passive exposure to digital assets – all within an easy-to-use, flexible user interface personalized to you. The investment platform offers direct index-style active and passive crypto SMA investments, removing the barriers of typical fund structures and broadening access to thematic digital asset exposures for cutting-edge investors.

We’re excited to serve both individuals and institutions because we’ve made opening and funding an account incredibly streamlined and automated for both customer segments. Customer onboarding all takes place within our app and can take minutes to complete – no more weeks or months-long manual onboarding flows and paperwork that you may experience with other investment managers.

Truvius Investments

We’re obsessed with systematic investing.

Truvius investment products are quantitatively driven, rules-based, and often target specific themes or sectors within the digital asset market. Our marketplace features crypto sector-specific and size-specific standalone indices, as well as models that allocate to multiple of these underlying indices. Our models also range from passive styles to systematically actively managed styles.

You can select one or multiple Truvius investments (including both models and indices) and allocate to those investments according to your preferences. In this sense, our models and indices represent the building blocks of a holistic allocation to the crypto market, making it easy to build multi-sector, multi-asset crypto portfolios that can include up to 30+ digital assets.

What Makes Truvius Different From Other Investment Platforms?

Our roots in quantitative finance are our key differentiator. We leverage our expertise in fundamentals-driven quantitative investing and institutional portfolio construction and apply it to digital asset markets for sophisticated investor profiles. While this style of investing is time-tested for traditional markets, this is a relatively new and exciting form of digital asset management.

The second pillar of our differentiated edge is that our entire platform is powered by our own infrastructure and technology. We make it incredibly easy and compliant as an SEC-registered internet advisor ourselves for high-net-worth individuals and institutions to get invested today.

Get Started

Want to Learn More?

Read about our mission for a more detailed history of our founding purpose, why we want to expand institutional access to crypto investments, and how we view the future of our space.

Additionally, quantitative digital asset research lives at the heart of Truvius and plays a critical differentiating role for our investment products. Read our blog for research-related materials that showcase the power of the Truvius approach toward digital asset allocation. Highlights include:

Important Disclaimer

This communication and the information contained herein is confidential and is intended solely for the information of the person to whom it has been delivered. It is not to be reproduced, used, distributed or disclosed, in whole or in part, to third parties without the prior written consent of Truvius. Neither Truvius nor any principal or agent guarantees or makes any representations as to the performance of any investment product, other investment vehicle or account managed by Truvius, the repayment of capital, income payments or any particular rate of capital or income return. All performance and risk targets contained herein are subject to revisions by Truvius and are provided solely as a guide to current expectations. There can be no assurance that Truvius’ strategy, or any of the investments shown herein will achieve any targets or projections, or that there will be any return on capital. Historic performance is not necessarily indicative of future performance, which could vary substantially.

The information presented herein, including, but not limited to, Truvius’ organizational structure, investment experience/views, returns or performance, investment strategies, risk management, market opportunity, representative strategies, portfolio construction, capitalizations, expectations, targets, parameters, guidelines, and positions may involve Truvius’ views, estimates, assumptions, facts and information from other sources that are believed to be accurate and reliable and are as of the date this information is presented, any of which may change without notice. Truvius has no obligation (express or implied) to update any or all of the information contained herein or to advise you of any changes; nor does Truvius make any express or implied warranties or representations as to the completeness or accuracy or accept responsibility for errors. The information presented is for illustrative purposes only and does not constitute an exhaustive explanation of the investment process, investment strategies or risk management. No person (other than Truvius and its principals and employees) has been authorized to make any statement concerning Truvius and any such statements, if made, may not be relied upon. This communication has been prepared from original sources and data believed to be reliable. However, no representations are made as to the accuracy or completeness thereof. Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstance existing or changes occurring after the date hereof. Certain information contained in the presentation may constitute forward looking statements, which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negative thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of any investment product, other investment vehicle or account managed by Truvius may differ materially from those reflected or contemplated in such forward-looking statements. This document is being provided for informational purposes only, and is being communicated for the purpose of ascertaining levels of interest in the investment products offered by Truvius. These materials are not intended, and shall not be construed, as an offer to sell, or the solicitation of an offer to purchase, any security (including the investment products or any other vehicle or account managed by Truvius), the offer and/or sale of which can only be made by definitive offering documentation which will be provided to prospective investors in connection with any offering and which will contain material information that is not set forth herein, including risk factors relating to any such investment. All information, including projections and estimates, is provided as of 12/10/2024 and is subject to change without notice. Past performance is not necessarily indicative of future results. Please read our Form ADV Part 2A and Form CRS for more information.