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Advisor Services

The Bitcoin Platform for Financial Advisors

Confidently advise your clients on Bitcoin

Bitcoin Only

Bitcoin is an asset class unto itself and demands its own place in the portfolio. We help you deeply understand Bitcoin such that you can intelligently advise your clients on the hard monetary asset for the 21st century.

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Qualified Custodian

Provide your clients direct ownership of real Bitcoin securely held in a legal trust account by a qualified custodian under your client’s name. Customizable self and collaborative custody models can be established based on the advisor/client relationship.

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Your Bitcoin Partner

We set the industry standard for Bitcoin educational content and research. Our client service is unmatched. Lean on Swan’s expertise including portfolio analysis tools like Nakamoto Portfolio to bolster your firm’s Bitcoin coverage and client account management.

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Talk to the Team

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Swan Advisor Services
© 2024 Swan Advisor Services

Electric Solidus, Inc.
26565 Agoura Rd Ste 200
Calabasas, CA USA

Swan Bitcoin does not provide any investment, financial, tax, legal or other professional advice. We recommend that you consult with financial and tax advisors to understand the risks and consequences of buying, selling and holding Bitcoin.