Founding RIA Partner Application
Veritas Bitcoin Strategies onboards three adviser firms per quarter. Complete this short application and Eric Runge will reply personally within two business days.
Full name
*
First Name
Last Name
Firm name
*
Title
*
Email
*
example@example.com
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Firm assets under management
*
Please Select
Under $100M
$100M to $250M
$250M to $500M
$500M to $1B
Over $1B
Primary custodian
*
Please Select
Charles Schwab
Fidelity
Other
How many clients have asked about Bitcoin in the past 12 months?
*
Please Select
None yet
1 to 5
6 to 20
More than 20
How does the firm handle Bitcoin today?
*
Please Select
No position or policy
Clients hold it away from the firm
Spot Bitcoin ETFs in client accounts
Other
Anything else Eric Runge should know before the conversation?
Veritas Bitcoin Strategies is a Registered Investment Adviser in the state of Oregon.
Submit Application
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