Confidently advise your clients on Bitcoin
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.
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.
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.
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, CFA, CFP
Managing Director, Swan Advisor Services
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