Systematic investing for changing conditions
SEC-registered fiduciary advisory across traditional and digital assets. Systematic process. Research-backed. Non-custodial.
Protocol Wealth classifies market environments and scores asset durability using a systematic process built on established academic and practitioner research. Portfolio allocation adjusts as conditions change — systematically, not reactively.
Who We Are
Protocol Wealth is an SEC-registered investment adviser (CRD #335298) built by three operators with 50+ years combined experience across Navy, Deloitte, Merrill Lynch, Crabel Capital, and Fidelity Digital Assets. Every partner has actually managed institutional capital across traditional finance and digital assets — not just advised on it.
Managing Partner, Chief Compliance Officer
Ensures everything operates within regulatory boundaries. Bridge between crypto-native execution and fiduciary obligation.
After founding Interaxis (a crypto education platform for financial professionals) and co-founding PlannerDAO, he serves as CCO ensuring everything Protocol Wealth does operates within the highest regulatory standards. Bridges crypto-native execution and fiduciary obligation.
"Concentrated positions destroy wealth; disciplined diversification and liquidity planning preserve it. Applies identically to protocol treasuries."
Managing Partner, CTO & CISO
Built the entire technology stack. Infrastructure, security architecture, and systems that make regime classification and asset scoring computable.
Served as a Surface Warfare Officer aboard USS Porter, then moved to Deloitte (PKI identity management) and spent 10+ years as a Merrill Lynch VP and Portfolio Manager before building the entire Protocol Wealth technology infrastructure — the systems that make institutional-grade execution possible in DeFi.
"The durable investment isn't the innovation; it's the infrastructure layer underneath it."
Managing Partner, Chief Investment Officer
Designs and executes investment strategy. Translates regime classifications into portfolio action.
Spent six years at Crabel Capital as head of the Asian and FX systematic futures desks, then co-managed systematic strategies at 361 Capital, before leading institutional trading at Fidelity Digital Assets during the FBTC ETP launch. He designs and executes Protocol Wealth's investment strategy.
"Systematic rules outperform discretionary calls over time. Execution quality matters as much as the thesis."
Team of Teams Coverage: Every client relationship is covered by at least two advisors. We operate under a signed advisory agreement and a fiduciary standard that is legally enforceable — not just a marketing claim.
Everything we do answers three questions
Every component draws from established academic and practitioner research. We built the integration layer — the system that combines these inputs, applies them across traditional and digital assets, and adjusts allocation based on what the signals say.
We monitor a set of signals — gold versus equities, real interest rates, dollar strength, volatility, credit conditions, bond markets, energy prices — to classify the current environment. Is it rewarding growth? Punishing risk? Favoring hard assets? Contracting? The classification drives how we allocate. This isn't prediction; it's measurement.
Not every asset decays at the same rate. A nuclear plant's competitive advantage lasts 40-60 years. A trending software company can be disrupted in 18 months. We classify assets by how long their advantage is likely to persist — from the most durable (physical infrastructure, energy production) to the most fragile (early-stage innovation, speculative growth). In any environment, we want more of the portfolio in assets that compound over time.
Before anything enters the portfolio, it has to pass a set of measurable tests drawn from published academic research. Is it generating real cash? Is its financial health improving or deteriorating? Is its trend likely to continue? Does the current environment favor it? Is it vulnerable to AI disruption? These aren't opinions — they're computations we run systematically.
What Makes This Different
Most advisors operate reactively. Market drops; they reassess. Earnings disappoint; they reconsider. We built a system that classifies the environment before the event forces a decision, scores assets before they enter the portfolio, and adjusts allocation as conditions change without requiring anyone to panic or hope.
Every component of our process draws from established academic and practitioner research. What we built is the integration layer — the system that combines these inputs, applies them across traditional and digital assets, and adjusts allocation based on what the signals say. We operate this system daily, and when it produces a signal that doesn't match reality, we document the correction transparently.
Regime-Aware
Allocation adjusts based on measured market conditions, not market commentary.
Research-Backed
Every scoring component credits its academic source. We built the integration, not the underlying ideas.
Traditional + Digital
One advisory team for equities, fixed income, and digital assets under a single fiduciary process.
Non-Custodial
We never hold client private keys. Digital asset custody uses qualified custodians and MPC infrastructure.
Token Generation Event (TGE)
The transition from TGE to a sustainable, multi-million or multi-billion dollar protocol is routinely derailed by a single failure point: liquidity leakage.
Without professional management, protocols suffer from fragmented DEX liquidity, CEX/DEX price dislocations that arbitrageurs exploit, idle treasury that burns runway rather than generating yield, and no systematic plan for building reserves during periods of token strength.
The result is predictable: a volatile launch, a depleted treasury, and a protocol that is perpetually one bear market away from extinction.
We never hold your assets. Protocol Wealth provides advisory and execution management while your treasury remains in your control — qualified custodians and non-custodial smart contract architecture.
Regime-aware liquidity management, yield generation on idle reserves, systematic accumulation during strength, and professional market-making coordination — all under fiduciary oversight.
Technology Infrastructure
Purpose-built systems for regime classification, asset scoring, and portfolio management across traditional and digital assets.
PW Nexus — our research API — runs over 200 analytical tools covering regime detection, asset scoring, portfolio construction, and market intelligence.
Accessible through Claude.ai's MCP protocol for real-time research and analysis. Human adviser oversight on all client-facing decisions.
Digital asset custody uses qualified custodians and MPC wallet infrastructure. We never hold client private keys.
On-chain vault strategies use Safe smart accounts with Zodiac policy modules and recipient binding — your assets stay under your control.
Partners & Ecosystem
Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Registration does not imply a particular level of skill or training. Advisory services are provided only under a signed advisory agreement.
All investments involve risk, including the potential loss of principal. Digital assets are highly speculative and volatile. Past performance does not guarantee future results.
The Protocol Wealth Asset Framework (PWAF), built on the Entropic Macro Framework (EMF) methodology, including the 7-layer durability model, 8-check scoring system, and all other analytical methodologies, are systematic frameworks — not predictive models and not investment advice. Framework scores, tiers, and classifications reflect historical and current quantitative metrics only; they do not constitute buy, sell, or hold recommendations for any specific security.
What's Your Investor Profile?
Take our 7-minute diagnostic to understand your investor archetype, or explore the investment framework that drives our process.