The ULTIMATE Crypto Guide: Tips From Yorkshire Wealth Management

A safe, structured approach to adding Bitcoin and crypto to your portfolio.

Don’t take reckless risks with your investments. Follow these tips to help optimize your portfolio.

Crypto Basics

Investing in cryptocurrency isn’t just jumping on a trend—it’s about understanding how a fundamentally different asset class operates. In this segment we’ll explain: what Bitcoin is and how it differs from traditional assets like stocks or bonds; why many investors believe blockchain technology and digital assets represent a long-term shift; and why participating intelligently requires a balance between opportunity and caution.
While the upside potential can be significant, the risks remain real. The more you know ahead of time, the better you move forward.

How to Think About Risk, Volatility & Allocation

Crypto markets are inherently volatile—and that means the emphasis must be on how much, when, and why you allocate. We’ll walk you through key questions: What’s your time horizon? What portion of your portfolio is suitable for this kind of exposure? How do you avoid being overwhelmed by big swings?
This part will introduce practical concepts like limiting exposure to amounts you can truly live with if prices fall, using inflation, diversification, and allocation strategies to keep crypto as one piece of a larger plan—not the whole plan.

Secure Your Spot!

Your Presenter

Doug Shultz, AIF®, CMT® — Co-Founder at Yorkshire Wealth Management
Doug specializes in risk-managed strategies and crypto-aware portfolio design. He blends technical market discipline with fiduciary guidance to help investors pursue long-term goals with clarity and control.

Sign Up Today

Why Attend Now?

Doug Shultz, AIF®, CMT® — Co-Founder at Yorkshire Wealth Management
Doug specializes in risk-managed strategies and crypto-aware portfolio design. He blends technical market discipline with fiduciary guidance to help investors pursue long-term goals with clarity and control.

Reserve Your Spot (Limited Seats)

[Register for Oct 30 @ 5:00 PM PT]

After you register, you’ll receive:

A calendar invite with the webinar link
A brief worksheet to capture your allocation plan ideas
A reminder 24 hours and 1 hour before we go live

What You’ll Learn

• A risk-managed blueprint for Bitcoin: How to size positions, set guardrails, and avoid common mistakes.

• Using on-chain insights wisely: What on-chain analytics can (and can’t) tell you about risk conditions.

• Volatility with a seatbelt: Techniques to reduce drawdowns and aim for a smoother ride than buy-and-hold.

• Allocation in context: Where crypto can fit within a diversified portfolio—without dominating it.

• Security basics that matter: Custody options, account hygiene, and avoiding preventable errors.

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Frequently Asked Questions

Is this financial advice?

No. The session is educational. Investing involves risk, including possible loss of principal. Always consider your circumstances and consult a professional before making decisions.

Will you cover how to buy crypto?

We’ll outline security and custody basics and where crypto can fit in a diversified plan. We won’t recommend specific exchanges or providers during the session.

Do I need prior crypto experience?

No. We’ll give a fast, practical foundation and focus on risk-aware participation.

Is this a sales presentation?

No. The webinar is free and educational. If you want help afterward, you can reach out separately—but there’s no obligation.

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

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.