Swan Advisor Services

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)

Bitcoin is Different From Other Cryptoassets (Slide 5)

Bitcoin’s Contribution to Traditional Portfolios (Slide 7)

Swan Advisor Services Overview (Slide 12)

The Advisor Platform Stack (Slide 15)