Crypto Confidence, Powered by Strategy

We believe in the future of Bitcoin — but we also believe in protecting your capital. Our Bitcoin Model was created for people who see the long-term opportunity in crypto but know they don’t have the time, expertise, or desire to monitor the market daily.

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Yorkshire’s Managed Bitcoin Service

A Smarter Way to Invest in Bitcoin

Many people believe in the long-term potential of cryptocurrency—but worry about the extreme volatility and lack of guidance. Yorkshire’s Managed Bitcoin Model provides a risk-managed approach that gives you exposure to Bitcoin while reducing the stress of going it alone.

Investing in Crypto Doesn’t Have to Be Chaotic

• Actively managed by experts

• Built on 10+ years of on-chain data (via Glassnode)

• Four trading models that smooth volatility

• Designed for stability, not hype

• Fits both risk-averse investors and crypto believers

Risk-managed. Actively monitored. Backed by data.

Schedule a Consultation with Doug Today

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Bitcoin Models

Sharpe Signal Long Short

This trading signal is meticulously designed to minimize downside risks while capitalizing on the
upward trends of Bitcoin, providing traders with a unique edge in the digital asset market

Risk Signal  Model

The strategy seeks two primary objectives: 1) long-term capital growth, and 2) to outperform Bitcoin on a risk adjusted basis.

Confluence Model

The strategy seeks two primary objectives: 1) long-term capital appreciation, and 2) to outperform the Russell 3000 Growth Index over a full market cycle.

Market Momentum

The strategy seeks to provide long term capital appreciation in excess of Bitcoin’s performance

Find Out Which Model is Right For You

What Makes This Different?

Over a Decade of Data

Built using 10+ years of Bitcoin market history.

On-Chain Analytics from Glassnode

We track blockchain activity to identify high-risk vs. high-opportunity conditions.

Risk-Managed Allocation

We adjust exposure up or down based on market signals — reducing risk when the market is overheated and leaning in when conditions are favorable.

Fiduciary Guidance

As independent fiduciaries, we act in your best interest — no hype, no commissions.

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Why Risk Management Matters in Crypto

Typical Bitcoin Volatility

  • Wild price swings — 20–40% drops in days are common

  • No active risk adjustment — buy-and-hold leaves you exposed

  • Requires constant monitoring — news cycles, charts, market sentiment

  • High risk of mistimed trades — entering/exiting at the wrong point can erase gains

Note: No model or discipline can eliminate market or digital-asset risk.

Yorkshire’s Smoother Allocation Path

  • Actively managed exposure — allocation increases or decreases based on data

  • Built on 10+ years of Bitcoin market history

  • Powered by Glassnode on-chain analytics for real-time trend insights

  • Focus on risk reduction — scaling back during high-risk signals
  • Seamless integration with your broader financial plan

Note: All recommendations are subject to market risk and may need adjustment over time.

See if Crypto Works For You

Who Is This For?

  1. People who believe in Bitcoin’s future but don’t want to gamble their savings.
  2. Investors who value a measured, professional approach over hype and speculation.
  3. Those who want to integrate Bitcoin into a broader, diversified portfolio.

How it Works

  1. Schedule Your Strategy Call with Doug – We’ll talk about your goals, experience, and risk tolerance.
  2. Review the Bitcoin Model Approach – See how we use on-chain data, risk bands, and allocation shifts.
  3. Review the Bitcoin Model Approach – See how we use on-chain data, risk bands, and allocation shifts.
Schedule a Consultation

Why Work With Yorkshire?

The Yorkshire team are passionate about crypto and experienced in wealth management. We bridge the gap between traditional investing and digital assets, giving you the best of both worlds — growth potential and risk awareness.

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Our Office

16935 W Bernardo Dr

Suite 170

San Diego, CA 92127

 

Contact Us

(858) 798-5616
douglas.shultz @ ywmgmt.com

Office Hours

Mon-Fri: 9am - 4pm
Sat-Sun: Closed

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Investment Advisory Services offered through Integrated Advisors Network LLC (IAN), a Registered Investment Advisor. Yorkshire Wealth Management and IAN are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that (the Advisors firm) and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Integrated Advisors Network.
 
Designation Disclosure
Chartered Market Technician (CMT®)
The CMT® Program requires candidates to demonstrate proficiency in a broad range of topics in the field of Technical Analysis. The Program consists of three levels. CMT® Level 1 and CMT® Level 2 are multiple choice exams while CMT® Level 3 is in short answer form. The CMT® designation is granted by the Market Technicians Association (“MTA”).
The objectives of the CMT® Program are:
• To professionalize the field of Technical Analysis.
• To promote high ethical and professional standards.
• To guide candidates in mastering a professional body of knowledge.
In order to be granted the CMT® designation, all candidates must meet the following requirements:
• Successful completion of all 3 levels of the CMT® Exam.
• Obtained 'Member Status' in the MTA.
• Have been gainfully employed in a professional analytical or investment management capacity for a minimum period of 3 years and must be regularly engaged in this capacity at the time of successfully passing all 3 levels of the CMT® Exam.
The CMT® examinations test the critical knowledge and tasks needed to perform the duties as a technical analyst. The three-part examination consists of:
CMT® Level 1 (Definition). The Level 1 examination measures basic, entry-level competence and understanding of the candidate. The CMT® Level 1 candidate needs to have a working knowledge of the basic tools of the technical analyst.
CMT® Level 2 (Definition/Application). The CMT® Level 2 examination requires the candidate to demonstrate a greater depth of analysis and competency. The CMT® Level 2 candidate is expected to demonstrate proficiency in applying more advanced analytical techniques. Overall, the candidate is responsible for the theory and application of concepts and techniques.
CMT® Level 3 (Integration). The CMT® Level 3 examination tests the candidate on the development of logical and consistent research opinions, portfolio strategies and trading decisions based on a wide range of charts and technical data. The CMT® 3 candidate must pass the ethics portion of this exam or risk failure.
To maintain their status as a CMT® charter-holder, an individual must be a member of the MTA in good standing and abide by the MTA Code of Ethics.