BIRCHROCK FOR BUSINESS
Birchrock Capital provides a variety of structured savings plans for businesses and their employees to gain exposure into digital assets. Depending on the size of your business, number of employees and geographic location, we will be able to provide you a tailored approach that will set your business and your employees up for long term success. We partner with Coinbase & Gemini as an integrated solution that provides custody for digital assets, the best rates for the purchase of the digital assets and their top tier trading platforms to manage assets all in one place. For this service we currently have a promotional management fee of 0.49% management fee until 2023 and a percentage fee on the returns that are generated, by far the lowest cost solution on the U.S. market today. Below are the steps of success you can expect.
STEPS OF SUCCESS
Below is what you can expect as an serious accredited investor with a business. These are the steps that we take to establish a winning strategy for your business and employees.
STEP 1: CONSULTATION MEETING
Birchrock Capital will review businesses current financial situation, discuss goal setting and portfolio options based on desired risk levels. In addition, we will work with your business to structure a long term savings plan that reduces the percentage for taxable events.
STEP 2: SAVINGS PLAN RECOMMENDATION
Based on the feedback from the initial consultation meeting, Birchrock Capital will recommend a savings plan which includes a portfolio of digital assets for the business and/or its employees.
STEP 3: PURCHASE & SECURE
Once the savings plan has been reviewed & approved by the investor, Birchrock Capital will generate a portfolio, purchase assets via one of our partners (Coinbase or Gemini), and secure the digital assets via Coinbase or Gemini Custody to keep digital assets safe. Coinbase Custody is an enterprise-grade solution , independently-capitalized business and fiduciary under New York state banking laws, backed by an insurance program that protects both offline and online assets across Coinbase products. Coinbase Custody is regularly audited by major financial and security audit firms.
STEP 4: TRANSPARENCY
All employees and business executives will be set up with a desktop and mobile application where you will be able to track your portfolio in real-time.
STEP 5: COMMUNICATION
Each month the business will receive monthly newsletters, be invited to investor conference calls discussing important highlights of the firm and have direct access to the management team to meet as desired based on schedule availability.
STEP 6: EDUCATION
With the cryptocurrency market evolving quickly, we will conduct webinars/luncheons to provide more clarity and understanding of the importance of the cryptocurrency market.