Overview

Cryptocurrency

Digital assets and strategic portfolio allocation each play a vital role in modern wealth management. At Yorkshire Wealth Management, we integrate thoughtful cryptocurrency guidance with a disciplined, diversification-focused allocation strategy. Whether you’re crypto-curious or seeking a more balanced mix across stocks, bonds, real assets, and digital tokens, our comprehensive approach helps you participate intelligently—managing risk and pursuing long-term growth.

Education & Research

  • Simplified crypto education: blockchain fundamentals, tokenomics, DeFi, NFTs, staking, and more.

  • Independent market research across all asset classes—economic indicators, sector trends, and digital-asset developments.

Note: Information provided is for educational purposes and does not constitute investment advice.

Security, Custody & Fraud Prevention

  • Wallet and custody guidance: hot vs. cold storage, hardware wallets, multi-factor authentication, and vetted third-party solutions.

  • Fraud-prevention strategies: recognizing Ponzi schemes, phishing attacks, and pump-and-dump tactics.

Note: Cryptocurrency investments involve significant risk, including the potential loss of your assets.

Tax-Aware Planning

  • Track crypto transactions, harvest losses to offset gains, and coordinate with your CPA for tax-efficient reporting.

  • Strategic asset placement in taxable, tax-deferred, or tax-free accounts to optimize after-tax returns.

Note: Tax laws vary by jurisdiction and may change; consult a tax professional for specific guidance.

Diversification & Tactical Allocation

  • Custom asset mixes: combine core holdings (index funds, ETFs) with satellite positions (emerging markets, digital assets, alternatives).

  • Tactical rebalancing & sector/thematic shifts—adjust allocations in response to market cycles, inflation, or emerging trends like AI and sustainability.

Note: Diversification and tactical strategies do not guarantee profits or protect against losses.

Ongoing Monitoring & Risk Management

  • Daily surveillance of markets and crypto networks for actionable insights.

  • Continuous risk-reward optimization using proprietary models and periodic scenario analyses.

  • Behavioral coaching to help you avoid emotion-driven decisions.

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

Asset Management During Litigation or Disputes

  • Work directly with a single advisor who understands your unique financial picture and crypto interests.

  • Scheduled quarterly check-ins and an annual comprehensive review to reassess your integrated allocation and digital-asset strategy.

  • Proactive outreach when market conditions shift or regulatory updates arise.

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

Our Process

1: Discovery & Risk Profiling
We begin with a comprehensive session to understand your goals, digital-asset interests, risk tolerance, and timeline.

2: Custom Strategy Design
Based on your profile, we craft an integrated plan—defining crypto exposure, broader asset allocation, custody solutions, and tax considerations.

3: Implementation & Education
We guide you through wallet setup, account opening, and portfolio construction—while ensuring you understand each step.

4: Monitoring, Rebalancing & Reporting
Markets and life situations evolve. We provide real-time alerts, regular performance reports, quarterly reviews, and tax-season summaries to keep you informed.

5: Ongoing Support
From regulatory updates in the crypto space to shifts in market regimes, we proactively reach out to help you adjust your strategy.

Note: All investment strategies are subject to market fluctuations and the potential loss of principal.

Our Mission

We view cryptocurrency as a strategic complement—not a fad—to a well-diversified portfolio. By marrying academic-driven research with tactical allocation and robust security practices, we aim to help you navigate volatility and capture opportunities. True wealth building requires balance, education, and discipline, regardless of the asset class.

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.
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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.