Cryptocurrency Program

Offer managed cryptocurrency investments to your customers.

A turnkey cryptocurrency platform for customers.

The BWG Cryptocurrency Program provides your customers with access to professionally managed cryptocurrency portfolios coupled with advice from financial advisors. Our team handles all components of the program including: technology, advisory services, investment management, compliance, and program management. The program may be an extension of our wealth management program or used as a complement to your existing wealth business. The program is free to your credit union and generates recurring non-interest fee income. 

Designing Your Program

There is an increasing demand among bank customers for access to cryptocurrency investments. Our program enables your bank to provide customers with this access while tailoring the details of the program to your strategic goals.

Program Features

The Cryptocurrency Program encompasses all that is required to provide your bank with a modern cryptocurrency solution for customers.

Advisor Managed Crypto Accounts

Clients are paired with a dedicated financial advisor to responsibly incorporate cryptocurrencies as part of a diversified portfolio. Our advisory team meets with clients to understand their financial situation and goals, then can recommend a professionally curated crypto portfolio. This may be included as a component of the clients’ larger financial plan.

Digital Portal

Clients have access to their own digital portal which allows for seamless account opening & funding, visibility into crypto coins, performance, and statements. No paper process is required. Clients may also transfer and view their held away crypto assets. There is no minimum investment required.
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Diversified Crypto Portfolios

Clients can invest in a curated selection of professionally managed cryptocurrency portfolios. Investments include a broad range of crypto assets including: Bitcoin; Ether; layer-1 networks; layer-2 protocols; Oracle networks; crypto indexing services; decentralized finance; metaverse; leading cryptocurrencies within Web3 sectors, industries, and themes.

Custody & Security

Client assets are custodied at Gemini Trust Company (Gemini). Gemini is a licensed New York Trust company that undergoes regular bank exams and is subject to the cybersecurity audits conducted by the New York Department of Financial Services. Gemini is SOC 1 Type 2 and SOC 2 Type 2 compliant.

Program Benefits

Realize Additional Recurring Non-Interest Revenue

Offer crypto to customers

Protect Against Capital Flight
Demonstrate Innovative Services
Attract & Retain Customers
Compete with FinTech companies
Serve Entire Customer Base

View a Demo of the Client Experience ​

See how we can help you.

Disclosures
Investments in securities and digital assets are: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
Investing in digital assets is highly speculative and volatile, and only suitable for investors who are able to bear the risk of potential loss and experience sharp drawdowns. Investing in digital assets should only be part of a diversified portfolio. The above material and content should not be considered to be a recommendation. Digital assets are not legal tender and are not backed by the U.S. government. Digital assets are not subject to SIPC protections. 
Please click here to read the full disclosures regarding investments in digital assets.
Digital asset trading services and custody are provided by Gemini Trust Company, LLC. For further details regarding the custody of assets, including cash, held at Gemini Trust Company, please see your Gemini user agreement. 
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Investment services provided by Polaris Financial, LLC doing business as Banc Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
​All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.