Swan Advisor Services

Jul 14, 2022

Executive Summary

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The team at Swan has been hard at work developing a full-stack, white-glove solution for advisors looking to seamlessly integrate bitcoin into their client portfolios. Attached is a presentation our team compiled, which provides a breakdown of Swan’s offering.

Key Slides From This Report…

Why Bitcoin is a Financial Advisor’s Best Friend (Slide 4)

Swan Advisor Services

Bitcoin is Different From Other Cryptoassets (Slide 5)

Swan Advisor Services

Bitcoin’s Contribution to Traditional Portfolios (Slide 7)

Swan Advisor Services

Swan Advisor Services Overview (Slide 12)

Swan Advisor Services

The Advisor Platform Stack (Slide 15)

Swan Advisor Services
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