Investment Executive
March 11, 2025.
In an article published by Investment Executive, Andrew Feindel, Senior Wealth Advisor at Richardson Wealth, discusses his approach to client portfolio construction with cryptocurrency. He shares that only a small percentage of clients hold crypto assets, and it’s not part of the firm’s core portfolio.
While he believes bitcoin is more likely to rise than collapse, “it’s purely speculative,” he says. “If they don’t understand that they can lose 50%, 75% even 100% very quickly, [they] shouldn’t be invested in it.”
