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Advisor Services

The Bitcoin
Platform for
Financial Advisors

Confidently advise your clients on Bitcoin

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Highly Secure

Your clients’ Bitcoin is held safely in a legal trust account under your client’s name. Customizable self and collaborative custody models can be established based on the advisor/client relationship.

What is Prime Trust?

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.

Tell me why

Your Bitcoin Partner

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

How will that work?

Most companies selling Bitcoin are putting coins into the hands of investors who look at Bitcoin as just another ticker on their computer screen. Swan is different. We deliver our clients outright owned coins, not a wrapped Bitcoin financial product.

Andy Edstrom

Andy Edstrom, CFA, CFP

Managing Director, Swan Advisor Services

Want to see a demo?

Enter your details below to schedule a meeting with a Swan Advisor Services representative.

Swan Advisor Services
© 2022 Swan Advisor Services

Electric Solidus, Inc.
26565 Agoura Rd Ste 200
Calabasas, CA USA
hello@swanbitcoin.com
+1.218.379.7926

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.