From initial inquiry to ongoing management.
A closer look at what happens at each stage of working with Northlight Capital.
Initial inquiry
Every relationship begins with a conversation about your objectives, time horizon, liquidity needs, and risk tolerance. We use this conversation to confirm whether Northlight Capital's focused, actively managed approach is a good fit for you — and to give you a clear picture of how we work before any account is opened.
Account onboarding
Qualified clients complete account setup, including documentation of investment objectives and risk tolerance, applicable agreements, and any information required to service your account. Onboarding is designed to be thorough but efficient, and our team is available to walk through each step with you directly.
Identity / KYC verification
As part of onboarding, we request identity verification (KYC) — why this is required and how your information is handled is described on our KYC / AML Information page. Verification status is visible in your client portal throughout the process.
Investment objectives
We document your objectives, time horizon, liquidity needs, and risk tolerance directly with you, and use them to define the allocation ranges and risk parameters that will govern your portfolio. These objectives are revisited whenever your circumstances change, not set once and forgotten.
Portfolio setup
Your portfolio is structured according to the objectives and risk parameters agreed during onboarding — an initial allocation across covered digital assets, position size limits, and rebalancing rules. You can review the resulting structure before it takes effect.
Ongoing monitoring
Once your portfolio is active, it is monitored continuously against its documented parameters — allocation ranges, position limits, and risk thresholds — with adjustments made within agreed rules rather than on an ad hoc basis.
Reporting and account review
You receive regular portfolio statements and activity summaries, and have real-time access to holdings and account status through the client portal at any time. Periodic reviews give us an opportunity to revisit your objectives and confirm your portfolio still reflects them.
Ready to start the conversation?
Request access or reach out to our team directly — we'll confirm whether Northlight Capital is the right fit before any account is opened.