Digital Asset Management · Delaware, USA

Risk-managed crypto portfolios, built for the long run

ForthDex manages digital-asset portfolios for retail and institutional clients — combining active trading strategies, selective DeFi yield opportunities, and long-term holdings in established cryptocurrencies and selected altcoins.

$180M+
Assets under management
2023
Managing through full cycles
Monthly
Detailed investor reporting
Portfolio Snapshot
LIVE
₿
Bitcoin
BTC · Core holding
—
Weight 34%
Ξ
Ethereum
ETH · Smart contract layer
—
Weight 22%
DP
DeFi Yield Basket
Staked · Audited protocols
+6.1%
APY 9.4%
L1
Infrastructure Basket
Layer-1 · Tier-1 altcoins
+14.7%
Weight 18%
RISK-MANAGED PORTFOLIO
Monthly report ready February 2026 · 24 pages
Risk limits active Drawdown guard engaged
LIVE MARKETS
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Trusted by retail and institutional investors
◆ RETAIL
◈ TREASURIES
▲ FAMILY OFFICES
● FOUNDATIONS
✦ HNW INDIVIDUALS
Plans

Four tiers. One risk-first philosophy.

Every plan is managed under the same strict framework — position sizing, drawdown limits, and transparent reporting. Choose the tier that matches your capital and horizon.

Basic

Entry allocation for first-time digital-asset investors.

ROI
18% total
9% weekly · 2 weeks
Minimum$300
Maximum$1,999
Duración2 weeks
  • 9% weekly profit payout
  • Monthly performance reports
  • Email support
Start Basic
Standard

Balanced growth for committed allocators.

ROI
30% total
10% weekly · 3 weeks
Minimum$2,000
Maximum$14,999
Duración3 weeks
  • 10% weekly profit payout
  • Priority support
  • Detailed monthly reporting
Start Standard
Platinum

Institutional-tier allocation with no upper limit.

ROI
80% total
20% weekly · 4 weeks
Minimum$30,000
MaximumUnlimited
Duración4 weeks
  • 20% weekly profit payout
  • Direct line to portfolio team
  • Custom mandate available
Start Platinum
Digital assets are volatile. Past performance does not guarantee future results. ForthDex does not provide investment advice. Please read our full risk disclosure before allocating capital.
Free Guide

Download the ForthDex Investment Guide

Everything you need before allocating — how the process works, what each plan includes, and the due-diligence checklist we recommend every investor completes.

PDF · Free

Included in the guide

  • Four steps explaining how to invest.
  • Basic, Standard, Premium, and Platinum plan comparisons.
  • Minimum investment amounts and plan durations.
  • Due-diligence checklist before transferring funds.
  • Monthly reporting expectations and investor contact details.
  • Risk disclosure and a caution about verifying advertised returns.
Download PDF

No signup required. Opens as a PDF file — keep a copy for your records.

Advertised ROI figures on this website are not independently verified. Confirm returns, company registration, applicable regulatory permissions, custody arrangements, and withdrawal terms before transferring any funds.
Our Approach

Every advantage, in one firm

Combining quantitative discipline with fundamental research — and a risk-first mandate at every step.

Risk-First Mandate

Position sizing, drawdown limits, and stress-testing govern every allocation. Downside protection comes before upside capture.

Quantitative + Fundamental

Systematic models surface opportunities. Fundamental research filters them. Neither runs alone — the blend is the edge.

Transparent Reporting

Detailed monthly updates on performance, positioning, and risk — clear enough to act on, not overwhelming.

Regulated Custody Partners

Assets held with regulated custodians. No commingling. No exotic structures. Clean, auditable chain of custody.

Full-Cycle Experience

Managing allocations through market cycles since 2023 — including drawdowns, rallies, and regime changes.

Disciplined Execution

We do not chase every narrative. Selectivity — the willingness to sit out — is a core part of the strategy.

The Process

Research. Risk-check. Allocate. Report.

A transparent, four-stage workflow built for consistency and conviction.

01

Research & Screening

Quantitative models and fundamental research scan the market for asymmetric opportunities.

02

Risk Assessment

Every candidate is stress-tested against drawdown scenarios and smart-contract risk before sizing.

03

Portfolio Construction

Positions are sized and allocated with strict limits across strategy, asset, and protocol exposure.

04

Reporting & Review

Monthly reports detail performance, positioning, and risk — with clear commentary on decisions.

Live Portfolio

Your command center

See how allocations are distributed across plans and how each holding is performing relative to the broader market.

Portfolio Overview

Asset 24h Horizon Allocation
Bitcoin
BTC · Core holding
—
Multi-cycle
34%
Ethereum
ETH · Smart contract layer
—
Multi-cycle
22%
Infrastructure Basket
Layer-1 · Tier-1 altcoins
—
Multi-cycle
18%
DeFi Yield Basket
Staked · Audited protocols
+6.1%
Rolling · 12 mo
16%
Cash & Stablecoins
Dry powder · Reserve
—
Liquid
10%
Monthly Report · Summary
FD
ForthDex Research
Feb 2026

"Portfolio held up well through recent volatility. Reduced exposure to high-beta altcoins; increased BTC/ETH weighting."

RM
Risk Management
Active

"Drawdown guard engaged. No single position exceeds 35% weight. DeFi exposure capped at audited protocols only."

PS
Position Sizing
Pending

"Reviewing a small infrastructure allocation. Waiting for confirmation on protocol audit before sizing."

Client Perspectives

Trusted by retail and institutional investors

Real feedback from clients who have allocated through full market cycles — from a corporate treasury to individual investors.

"ForthDex does not over-promise. In a space full of aggressive marketing, their measured approach and focus on downside protection stood out. We have kept our allocation and gradually increased it."
Mrs. Skylar
Mrs. Skylar
Corporate Treasury · USA
"They helped us structure exposure to a few infrastructure tokens without taking unnecessary smart-contract risk. Performance has been solid relative to the broader market, and the monthly updates are detailed without being overwhelming."
Austin Michael
Austin Michael
Private Investor · USA
"I moved a portion of my portfolio to ForthDex in early 2023 after the major market drawdown. Their reporting is clear and they have been consistent about not chasing every narrative. The risk controls have given me more confidence than self-managing everything."
Retail Client
Retail Client
Allocated since 2023
"As a family office we needed a partner who understood both traditional risk frameworks and crypto market structure. ForthDex’s team has been professional in communication and disciplined in position sizing. We value the transparency around fees and holdings."
Erling Bjørn
Erling Bjørn
Family Office Representative · Norway

Ready to allocate with ForthDex?

Speak with our team about structuring a digital-asset allocation that fits your risk profile and time horizon.

Or email us directly at 4thdex@gmail.com

Delaware, USA · Transparent reporting · Risk-managed allocation