Texas-registered investment adviser · FiduciaryServices for accredited investors and high-net-worth families

Digital assets

Digital asset advice as part of a complete plan.

We advise clients on how Bitcoin and other digital assets fit within a diversified portfolio, including allocation, custody options, tax treatment and risk. Denver McClure holds the CBDA designation from the Digital Assets Council of Financial Professionals.

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Nashional Investments · Updated October 2026

Allocation

How much, if any, belongs in your portfolio given your goals and the rest of your holdings.

Custody

Self-custody, exchanges, qualified custodians and exchange-traded products, and the trade-offs of each.

Taxes

Cost basis, gains planning and how a large gain can feed an Opportunity Zone or charitable strategy.

Digital assets are highly volatile, may lose all of their value, and are not insured by the FDIC or SIPC. Regulation is evolving. Past performance does not guarantee future results.

Questions

Common questions about digital assets.

Does Nashional manage Bitcoin directly?

We advise on how digital assets fit within your overall plan, including allocation, custody options and taxes. How and where the assets are held depends on the option you choose, such as a qualified custodian or an exchange-traded product.

How are digital assets taxed?

The IRS treats digital assets as property. Selling, exchanging or spending them can create a capital gain or loss, and holding period determines whether the gain is short- or long-term.

Can a large crypto gain go into an Opportunity Zone fund?

Yes. A capital gain from selling digital assets can generally be reinvested in a Qualified Opportunity Fund within 180 days to defer it.

Have a large digital asset gain?

We can show how it fits your plan and what your options are before you sell.

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