Making cryptocurrency investing simple enough for your auntie since 2016
Boston Trading Co. is a digital asset investment company providing professionally managed, diversified cryptocurrency funds for eligible investors.
We started BostonTrading in January 2016 after more than two decades of experience in traditional financial markets. Our aim was fairly simple: give investors a sensible way to gain diversified exposure to digital assets without requiring them to research thousands of cryptocurrencies, manage multiple wallets or watch markets all day.
Today, BostonTrading works with investors and professional partners internationally. Our approach remains based on the same principles: research carefully, diversify sensibly, manage risk, think long-term, and explain what we are doing in plain English.
Crypto can be complicated. We don’t think explaining it needs to be.
What BostonTrading does
BostonTrading manages diversified digital asset portfolios for eligible investors who want cryptocurrency exposure without having to manage every part of the process themselves.
Bostoncoin diversified crypto fund
Bostoncoin, or BOS, is our flagship diversified cryptocurrency fund. It was established in January 2016 and is designed to provide exposure to a portfolio of digital assets rather than requiring an investor to select and manage individual cryptocurrencies.
Investors can see the current Bostoncoin portfolio and its changes every day here. We believe transparency is particularly important in an asset class that has sometimes had rather too little of it.
View the Bostoncoin portfolio.
Alternative managed crypto funds
Different investors have different objectives and tolerances for volatility. In addition to the flagship Bostoncoin fund, BostonTrading manages several other alternative digital asset strategies, including POLLYcoin and DARTcoin.
The portfolios use different investment approaches and carry different levels of risk. Investors should understand the strategy, fees and risks of a fund before deciding whether it is appropriate for them.
Ethical and faith-based crypto funds
We also manage values-based digital asset portfolios designed for investors who want their investments to reflect particular ethical or faith-based principles. These include Halal, Kosher and Dharmic digital asset strategies.
Ethical investing means different things to different people, so each approach applies its own screening principles.
Learn about ethical crypto investing.
Investment education and research
Good investing starts with understanding what you own. BostonTrading publishes regular market updates, educational material, interviews and research to help investors understand digital assets and the risks that come with them.
Crypto can be both exciting and complex. Our job is to make it understandable.
Our story
From traditional finance to digital assets
BostonTrading was founded in 2016 by people who had already spent many years working in traditional investment markets, financial planning, corporate governance and business.
When cryptocurrencies began developing into a new investment class, we saw an old problem appearing in a new market. Investors were being asked to choose individual assets from a rapidly growing universe, often with limited research, limited history and considerable risk.
Traditional investors had solved a similar problem decades earlier through diversified managed funds. We believed the same basic idea could be applied to digital assets.
Bostoncoin begins in January 2016
Bostoncoin was established in January 2016 as a diversified cryptocurrency fund. Rather than asking an investor to choose a single cryptocurrency, the portfolio could hold a selection of digital assets researched and managed as a portfolio.
The technology has changed considerably since then. The investment principles have changed much less. Understand what you are buying, diversify where sensible, avoid unnecessary risk and allow enough time for an investment thesis to work.
More than one market cycle
Since 2016 we have invested through crypto booms, crypto winters, exchange failures, regulatory changes and periods when Bitcoin appeared either unstoppable or finished, sometimes within the same year.
That experience is useful because investing looks easiest near the top of a bull market. Risk management becomes considerably more important when prices are falling and headlines are unpleasant.
What makes BostonTrading different
Investment experience came before crypto
BostonTrading’s investment approach grew out of traditional finance, rather than beginning with cryptocurrency trading. Members of our team brought decades of experience in financial planning, investment markets, corporate governance, quantitative analysis and technology before applying those skills to digital assets.
Investing in crypto since 2016
Crypto is still a relatively young asset class. Bostoncoin’s history dates to January 2016, giving investors the ability to examine how the strategy has behaved across multiple cryptocurrency market cycles.
Past performance does not guarantee future performance. A longer history does, however, give an investor more information to examine than a strategy that began during the most recent bull market.
Portfolio transparency
BostonTrading publishes the holdings of its flagship Bostoncoin portfolio online. We would rather investors understand what they own than rely on a mysterious black box.
Research before excitement
Thousands of cryptocurrencies have been created and many have failed. Our research process looks beyond price charts and social-media excitement to consider the people behind a project, what it does, how it creates value and the risks involved.
We call our framework the COIN research process. No research method can remove investment risk, but disciplined research can improve the odds of avoiding investments that should never have made it into a portfolio in the first place.
Human help
Many BostonTrading investors were not cryptocurrency experts when they first contacted us. That is perfectly reasonable. Most people have businesses, careers and families and do not want a second job researching digital assets.
Investors can speak with real people, ask questions and understand the process before proceeding.
Long-term thinking
We are investors rather than fortune-tellers. Cryptocurrency markets can move sharply in both directions, and nobody can reliably predict every short-term move.
Our preference is therefore to research carefully, diversify, manage risk and think in years rather than days.
Who uses BostonTrading?
BostonTrading is designed for eligible investors who want exposure to digital assets but prefer professional research and portfolio management rather than doing everything themselves.
- Busy professionals and business owners
- High-net-worth and sophisticated investors
- Wholesale or equivalent investors in the USA, Canada, UK, EU and Australia
- Eligible investors using companies, trusts or partnerships
- Family offices and professional investment structures
- Eligible retirement and superannuation structures, super funds and SMSFs where permitted
- Investors seeking diversified digital asset exposure
- Investors interested in ethical, halal, kosher, dharmic or faith-based digital asset strategies
- Professional advisers working with eligible clients
Eligibility differs between countries. Investment in digital assets may also be restricted in some jurisdictions. Every prospective investor is subject to the applicable eligibility, KYC and AML requirements.
How investing with BostonTrading works
1. Start with a conversation
Before investing, you can speak with our team and ask questions about the funds, process, fees, risks and eligibility requirements. We would rather you understand an investment before putting money into it.
2. Confirm eligibility and complete KYC/AML
Prospective investors must satisfy the applicable investor eligibility requirements and complete identity and anti-money-laundering checks.
3. Choose an appropriate strategy
BostonTrading manages several strategies with different objectives and risk characteristics. Investors should consider the relevant documentation and, where appropriate, obtain independent financial, taxation and legal advice.
4. Fund the investment
Once onboarding and eligibility requirements have been completed, approved investors can fund their investment in accordance with the applicable fund instructions.
5. We manage the portfolio
BostonTrading researches digital assets, monitors portfolios and rebalances where appropriate. Investors can follow our research, portfolio information and regular market updates without having to spend every evening staring at crypto charts.
The team behind BostonTrading
BostonTrading was co-founded by Jennifer Robertson and Jeremy Britton and is supported by an international team with experience across financial markets, corporate governance, blockchain, quantitative analysis, trading, programming and technology.
Want to meet the actual humans? Our Team page has the photos, biographies, professional backgrounds and a few things you probably won’t find on a typical investment company’s website, including Boston terriers, 1,000 km bicycle rides, meditation, questionable jokes and people who apparently read crypto whitepapers for fun.
What matters to us
Transparency
Investors should be able to understand what they own, how an investment works and what it costs. That is why we publish portfolio information, regular updates and educational material rather than asking investors simply to take our word for it.
Education
Finance has a habit of making simple ideas sound complicated. We prefer plain English. An investor who understands an investment is more likely to make calm decisions when markets become volatile.
Risk before return
Returns matter, but so does surviving long enough to enjoy them. Digital assets can be extremely volatile and loss of capital is possible. Research, diversification and sensible position sizing therefore matter as much as finding opportunities.
Long-term relationships
Markets move in cycles. We prefer long-term relationships with investors who understand that no fund manager can remove volatility or promise future returns.
Giving back
BostonTrading supports charitable and social projects through its giving initiatives, including its relationship with B1G1. These projects have included education, microfinance, food, clean water, animal welfare and other community causes.
BostonTrading key facts
BostonTrading at a glance:
- Company name
- Boston Trading Co. / BostonTrading
- Legal entity
- BostonTrading & Education Inc LLC
- United States registration
- Delaware #6773603
- Founded
- 2016
- Founders
- Jennifer Robertson and Jeremy Britton
- Industry
- Financial services and digital asset investment management
- Core offering
- Professionally managed diversified cryptocurrency funds
- Flagship fund
- Bostoncoin (BOS)
- Bostoncoin established
- January 2016
- Other strategies
- Alternative digital asset portfolios and ethical or faith-based cryptocurrency strategies, including Halal, Kosher and Dharmic approaches
- Investment approach
- Research-led, diversified, professionally managed digital asset portfolios with a long-term investment focus
- Portfolio transparency
- Current Bostoncoin holdings are published on the BostonTrading website
- Investor eligibility
- Available only to investors who meet the applicable eligibility requirements in their jurisdiction
- Minimum investment
- US$10,000 for applicable funds, subject to current fund terms and investor eligibility
- Management fees
- Generally 1% to 3% per annum depending on the strategy, subject to current fund terms
- Lock-in
- No general long-term lock-in for the various fund offerings; applicable redemption terms should be confirmed before investing
- Suggested investment horizon
- BostonTrading generally encourages investors to think in terms of approximately five to seven years rather than short-term trading
- United States base
- Wilmington, Delaware
- International background
- Australian-born, US-based, with investors and partners internationally
- Website
- BostonTrading.co
- Education and market commentary
- Monthly market updates, articles, interviews, podcasts and investment education
- Social channels
- BostonTrading maintains official LinkedIn, YouTube and other social channels linked from this website
Investor eligibility and important information
Digital assets are high-risk investments and can experience substantial price volatility. Investors may lose some or all of their invested capital.
BostonTrading funds are available only to persons who satisfy the applicable investor eligibility requirements in their jurisdiction. Prospective investors are subject to applicable KYC and AML requirements.
Information on this website is provided as general information and should not be treated as personal financial, taxation or legal advice. Investors should consider their own circumstances and obtain appropriate professional advice where required.
BostonTrading has stated that it intends to operate as a regulated entity within Abu Dhabi Global Market and is in the process of applying for authorisation from the Financial Services Regulatory Authority. Until such authorisation is granted, financial services are not actively offered or promoted within the UAE or ADGM except as permitted by applicable law.
Please refer to the current legal terms and applicable fund documentation before making any investment decision.
Frequently asked questions about BostonTrading
What is BostonTrading?
Boston Trading Co. is a digital asset investment management company that manages diversified cryptocurrency portfolios for eligible investors. BostonTrading was founded in 2016. Its flagship portfolio is Bostoncoin (BOS), and there are now several other fund options.
What is Bostoncoin?
Bostoncoin, or BOS, is BostonTrading’s flagship diversified cryptocurrency fund. It was established in January 2016 and provides exposure to a managed portfolio of digital assets rather than a single cryptocurrency.
When was BostonTrading founded?
BostonTrading was founded in 2016. Its flagship Bostoncoin strategy dates from January 2016.
Who founded BostonTrading?
BostonTrading was co-founded by Jennifer Robertson and Jeremy Britton. Their backgrounds include corporate governance, financial planning, investment markets, business and financial education.
Where is BostonTrading based?
BostonTrading is Australian-born and US-based. Its US entity, BostonTrading & Education Inc LLC, is registered in Delaware, and the business works with investors and professional partners internationally.
Who can invest with BostonTrading?
BostonTrading funds are available only to people or entities meeting the relevant investor eligibility rules in their jurisdiction. Examples include qualifying sophisticated, wholesale, accredited or equivalent investors, depending on location.
Understand first. Invest second.
If you are considering a managed cryptocurrency fund, spend some time understanding how it works, what it owns, what it costs and what could go wrong.
If BostonTrading looks suitable after that, speak with us. We are happy to answer questions before you make a decision.
