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Digital Ten

RISK DISCLOSURES

Digital Assets have a significantly different risk profile that traditional investment products. In addition to the disclosure you'll find in our Form ADV, we review an additional Risk Disclosure document with clients. ​Broadly the risks of Digital Asset investments fall into the below categories:

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  1. Risk of Loss - Digital Assets are fundamentally different from traditional assets and are subject to a much greater degree of risk of loss.

  2. Valuation Risk - Digital Assets are not only valued in unique ways, but risk having no potential valuation methods or a complete lack of liquidity.

  3. Regulatory Uncertainty Risk - Both domestic and international law is constantly evolving on digital assets, and all elements of ownership are subject to change and adverse impact to the client’s position.

  4. Liquidity Risk - Digital assets have no liquidity requirements or guarantees and ultimately any value is at risk of loss due to liquidity or lack of market access.

  5. Operational Risk - Access and management of digital assets is subject to change due to updated procedures and regulations, as well as technical restrictions or lack of access. 

  6. Third Party Risk - The use of third parties to execute or manage portfolio allocations creates additional risk to client assets, which is actively monitored by Harvested Financial. 

  7. Custody Risk - Digital assets exist in a complex and evolving security regime, representing a unique risk of loss.

  8. Security Risk. - As “bearer assets”, Digital Assets may be subject to specific loss scenarios involving security breaches, hacks, and other loss of access to the assets.

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The entire risk disclosure addendum can be found here. Please don't hesitate to reach out to us if you have questions, or would like to discuss suitability and opportunities. 

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