Digital Currency Investing:

Resources For Financial Advisors

What to know about advising your clients on digital currencies

Economic uncertainty and shifts in investors’ preferences have likely impacted the way you think about diversifying your clients’ portfolios. It’s important to consider uncorrelated assets like digital currencies as a potential solution, and research has shown younger generations — like Gen X and millennials — are 5x more likely to invest in digital currencies like Bitcoin than their older counterparts. No matter your sentiment toward crypto, now is the time to better understand this emerging asset class and address the growing interest.

As the world’s largest digital currency asset manager, Grayscale Investments is a trusted partner for financial advisors curious about the asset class. Understanding that the digital currency market can be confusing or daunting to research on your own, we created this online destination for financial advisors to learn more about digital currencies on behalf of their clients. A simple, consolidated hub with the research and resources you need — starting with the Digital Currency Toolkit for Financial Advisors, now ready for download.

We know that digital currencies may not be a fit for everyone, but having an objective understanding of the asset class is increasingly important. By providing financial advisors with what they need to stay informed, you can have thoughtful conversations with your clients about digital currencies. As the market evolves, so will this page, as we are committed to providing you with the most up-to-date intelligence to best guide your clients.

In the Toolkit

When you download the Digital Currency Toolkit for Financial Advisors, you can expect to learn more about:  

  • The Bitcoin Investment Thesis
  • Qualities of Bitcoin
  • Portfolio Simulations With and Without Digital Currencies 
  • Growing Mainstream Acceptance for Blockchain and Bitcoin
  • A Snapshot of the Average U.S. Bitcoin Investor
  • Millennial Appeal & The Next Generation of Investors
  • Investing in Bitcoin
  • Frequently Asked Questions

Download the Toolkit Today

Fill out the form below to gain access to these great resources.

Watch our webinar with InvestmentNews on The Who, What, and Why of Digital Currency Investing