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Oregon RIA Founder Brent Pearson Unveils Turnkey Crypto Sub-Advisory Platform

New Firm Solves ‘Held-Away’ Asset Problem for Financial Advisors with Institutional-Grade, Insured Cold Storage Solution.

Keychain Asset Management officially announces its launch as a specialized Registered Investment Adviser (RIA), bringing institutional-grade security and expertise in digital asset management to the greater Portland, OR area and financial professionals nationwide.

Founded by Brent Pearson, Principal and Chief Compliance Officer, Keychain Asset Management is dedicated to empowering individuals and providing a sophisticated, compliant, turnkey solution for Investment Advisors looking to navigate the rapidly evolving digital asset landscape. The firm’s core value is eliminating the inherent operational and regulatory risks associated with cryptocurrency investing by prioritizing a fiduciary standard and utilizing highly secure custodial solutions.

Bridging Traditional Finance and Digital Assets

Keychain Asset Management addresses the critical operational challenge faced by Cryptocurrency Investment Advisors and RIAs: how to provide secure, compliant access to digital assets without incurring significant regulatory overhead. The firm’s proprietary platform, Keychain Access, is designed for dual-benefit:

  • AUM Growth & Client Retention: Provides a seamless pathway for RIAs to consolidate client “held-away” assets back under management, preventing client attrition to specialized crypto firms.
  • Mitigation of Regulatory Risk: Serves as a compliant crypto sub-advisor, contractually mitigating the liability associated with digital asset due diligence and custody oversight.

Institutional Security and Compliance Blueprint

The Keychain Access model relies on a multi-custodial, “best-of-breed” architecture to ensure auditable compliance and maximum security:

  • Qualified Custody: We utilize qualified institutional custodians (specifically BitGo) to provide insured, cold storage solutions, protecting client assets from exchange bankruptcy or hacking. Assets are held in segregated, off-exchange custody.
  • Zero Operational Burden: The partner RIA is not required to purchase new trading software or modify their existing traditional custodial platform (e.g., Schwab). Keychain handles the full operational lift of the digital asset allocation.
  • Unified Reporting: We provide seamless data feeds (from BitGo to the partner’s PMR system) to ensure all digital asset performance and fees are included on a single, comprehensive client statement, greatly simplifying the RIA’s quarterly reporting and annual compliance audits.

“The future of wealth management demands expertise in digital assets, but compliance and security cannot be compromised,” said Brent Pearson. “Keychain Asset Management was built to be the trusted partner that provides the full security and strategic guidance RIAs need to scale successfully. We are proud to launch from Oregon City, Oregon, and offer a solution that is robust enough for national advisory firms.”

About Keychain Asset Management

Brent Pearson, Principal and CCO, brings over a decade of experience navigating financial technology and digital asset markets. His commitment to client education is exemplified by his book, Understanding Bitcoin and Protecting Your Assets with Crypto: How to Secure Your Wealth in Any Financial Climate.

Keychain Asset Management is a Registered Investment Adviser (RIA) based in Oregon. The firm specializes in providing fiduciary wealth management and digital asset solutions to individuals and serves as a crypto sub-advisor for independent Investment Advisors nationally. The firm is dedicated to transparency, compliance, and leveraging technology to offer secure access to cryptocurrency investment strategies.

Joseph Wilson

Joseph Wilson is a veteran journalist with a keen interest in covering the dynamic worlds of technology, business, and entrepreneurship.

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