BITISEE
What We Offer
From first-dollar deposit to multi-generational planning. Our integrated platform of services ensures nothing falls through the cracks in your financial life.
Services Offered
12+
Distinct advisory disciplines
Client Outcomes
98%
Satisfaction rate
Avg. Advisory Exp.
18yr
Per senior advisor
Assets Managed
$42B+
Across all service lines
Full Service Suite
Each service line is led by credentialed specialists averaging 18+ years of domain expertise. All disciplines work in concert because your financial life doesn't operate in silos.
Holistic financial planning and investment oversight that brings every element of your financial life, assets, liabilities, insurance, taxes, and legacy into a single, coordinated strategy.
Structured income strategies, Social Security optimisation, Required Minimum Distribution planning, and tax-efficient drawdown sequencing to fund your ideal retirement for life.
Preserve your legacy and protect your heirs. We design trust structures, gifting programmes, and estate transfer strategies to minimise tax exposure across generations.
Sophisticated tax-loss harvesting, asset location strategies, Roth conversion laddering, and long-term capital gains management, keeping more of every dollar you earn.
Discretionary management across equities, fixed income, alternatives, and private markets constructed with proprietary multi-factor models and stress-tested against 30+ macro scenarios.
Align your capital with your conscience. Our ESG framework screens 5,000+ securities across Environmental, Social, and Governance dimensions without sacrificing risk-adjusted returns.
Endowments, foundations, pension funds, and corporate treasuries rely on our institutional advisory team for asset allocation frameworks, liability-driven strategies, and governance counsel.
529 plans, Coverdell ESAs, UGMA/UTMA accounts, and multi-child college funding roadmaps structured to maximise tax advantages and align with each child's education timeline.
Transition your life's work smoothly to the next generation or a strategic buyer. We handle valuation, buy-sell structuring, ESOP design, and post-exit wealth deployment strategy.
Comprehensive stress-testing, insurance analysis, derivative hedging, and concentration risk mitigation protecting your capital through volatility, recessions, and tail-risk events.
For ultra-high-net-worth families requiring a single-source solution: consolidated reporting, multi-entity coordination, philanthropic advisory, and private investment access under one roof.
Access institutional-quality alternatives, private equity, hedge funds, real assets, venture capital, and structured products that are typically closed to individual investors. We negotiate institutional terms and conduct comprehensive due diligence on every allocation.
Portfolio Management — Deep Dive
Our discretionary portfolio management service combines the analytical depth of a quant hedge fund with the care of a personal CFO. Every portfolio is purpose-built, no templates, no model portfolios.
We maintain coverage of 3,200+ individual securities across 40 countries and 11 asset classes, refreshed daily with our proprietary factor scoring engine that weighs value, quality, momentum, and macro sensitivity.
2.34
Sharpe Ratio (10Y)
−8.2%
Max Drawdown vs −22% index
+6.8%
Average Annual Alpha
0.72
Beta — low market sensitivity
Portfolio Growth — $100K invested in July
2014
$487K Bitisee
$318K S&P 500
How We Work
30-minute complimentary session to understand your goals, current situation, and pain points.
Comprehensive analysis of assets, liabilities, income, expenses, taxes, and protection gaps.
Our investment committee reviews and signs off on a bespoke, fully personalised financial plan.
Portfolios funded and deployed within 48 hours. Accounts set up, rollovers initiated, insurance reviewed.
Quarterly reviews, proactive rebalancing, and annual plan updates as your life evolves.
Compare Plans
| Service |
Basic
$50+ min.
|
Popular
Professional
$5,000+ min.
|
Enterprise
$50,000+ min.
|
|---|---|---|---|
| Portfolio Management | |||
| Financial Planning | Basic | Advanced | Comprehensive |
| Tax Optimisation | |||
| Dedicated Account Manager | |||
| Estate Planning Advisory | |||
| Alternatives Access | |||
| Reporting Frequency | Monthly | Weekly | Real-Time |
| Support | Priority | 24/7 Dedicated | |
| Start | Choose Pro | Contact Us |
Client Voices
Portfolio Management
"The portfolio management service is genuinely world-class. My Bitisee portfolio returned 21.4% last year while the S&P returned 14.3%. More importantly, I sleep soundly knowing my risk is managed with institutional rigour."
Michael K.
Tech Entrepreneur · $4.2M AUM
Estate Planning
"Bitisee's estate planning team restructured our family trusts and saved us an estimated $4.2M in estate tax liability. The co-ordination between their advisors, our attorneys, and our CPA was flawless."
Amanda T.
Real Estate Developer · Family Trust
Tax Optimisation
"The tax-loss harvesting alone has saved me over $38,000 in tax liability in two years. Combined with the Roth conversion strategy and RSU planning, I'm keeping significantly more of my income than ever before."
David N.
Senior Software Engineer · Austin, TX
ESG Investing
"I didn't believe ESG portfolios could outperform, but Bitisee's impact portfolio has returned 16.3% annually and I receive a detailed annual impact report showing exactly where my capital is working in the world."
Rachel L.
Non-Profit Executive · Chicago
Business Succession
"Selling my company of 22 years was the most complex financial event of my life. Bitisee managed the entire process, business valuation, the ESOP design, post-exit planning flawlessly and with exceptional discretion."
George W.
Founder & CEO (Exited) · Denver, CO
Institutional Advisory
"As the investment committee chair of a $180M endowment, I've worked with many consultants. Bitisee's institutional team is categorically different, their ALM work and manager due diligence have materially improved our funded status."
Patricia W.
Endowment Investment Committee Chair
FAQs
Yes. In fact, we strongly encourage it. Our integrated approach means your portfolio manager, tax advisor, estate planning specialist, and retirement planner all share a unified view of your financial picture. This coordination prevents gaps, avoids conflicts between strategies, and often delivers outcomes that siloed advisors cannot.
No. While consolidating assets under our management often unlocks the best pricing and most integrated advice, we regularly work alongside existing investment accounts, employer 401(k) plans, restricted stock, and real estate holdings. Our advisors provide holistic recommendations regardless of where assets are custodied.
Basic Plan clients receive monthly portfolio reports and can schedule email-based advisory check-ins. Professional Plan clients have a dedicated account manager available during business hours and receive weekly reporting. Enterprise Plan clients have a named senior advisor available at any time, with proactive outreach whenever market conditions or life events warrant it.
We manage taxable individual and joint brokerage accounts, Traditional IRA, Roth IRA, SEP-IRA, SIMPLE IRA, Solo 401(k), 403(b) rollover accounts, 529 Education Savings Plans, Coverdell ESAs, Trust accounts, LLC/corporate accounts, and institutional accounts including endowments and foundations.
We are a fee-only registered investment advisor. Our revenue comes exclusively from the AUM fees you pay us. We do not earn commissions, referral fees, or kickbacks from any product provider. This structure eliminates the most common conflict of interest in the industry and ensures our recommendations are driven solely by what is best for you.
Absolutely, and we encourage you to reach out before making any major financial decisions following a windfall. Whether from an inheritance, business sale, legal settlement, or IPO, our advisors specialise in helping clients deploy sudden wealth thoughtfully: managing tax implications, understanding investment time horizons, and protecting assets from common behavioural traps that derail sudden-wealth recipients.
Get Started Today
Book a complimentary 30-minute discovery call. Our advisors will listen first, then recommend exactly the services that match your situation with zero sales pressure.
No obligation. No hard sell. Just honest financial guidance.