The Bitcoin Investment Solution for Financial Advisors
Eaglebrook Advisors provides independent financial advisors with seamless, secure, and compliant access to Bitcoin and Digital Assets through Eaglebrook's proprietary separately managed account (SMA) platform.
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OUR VISION
Eaglebrook is the first secure and compliant SMA platform specializing in Bitcoin and Digital Assets tailored specifically for RIAs and independent financial advisors.
The client’s digital assets held in Eaglebrook's SMAs are secured in an offline, institutional-grade custody account at Gemini Trust Company. Gemini Trust Company is a fiduciary and qualified custodian under New York Banking Law and is licensed by the State of New York to custody digital assets.
The Eaglebrook Advantage
Seamless Onboarding
Our digital onboarding workflow is completely paperless and takes only a few minutes to onboard any type of client account including: Individual, Joint, Trust, LLC, Corporation, LP, Foundation/Non-profit, and IRA.
Portfolio Integration
Eaglebrook has built deep integrations with advisor workflows and portfolio management systems that allows financial advisors to model, bill, and advise on their client’s bitcoin and digital asset holdings.
Institutional Custody & Security
The client owns the digital assets in their name at a qualified custodian in an institutional-grade cold storage custody account that is offline from the internet. Eaglebrook adds robust security layers on top of the client’s custody account that greatly reduce the risk of the theft or hack. 
Daily Liquidity & No Minimums
Eaglebrook has daily liquidity that allows for client to both invest and withdraw assets within 24 hours compared to monthly or quarterly liquidity with other investment structures. There are no minimums to open an Eaglebrook SMA.
Professional Investment Strategies
Eaglebrook offers various digital asset investment strategies that are customizable by each client. This includes market entry strategies, tax-loss harvesting strategies, and asset allocation strategies.
Tax Optimization
Eaglebrook has built the most robust tax-loss harvesting tools and strategies in the digital asset market. Advisors and clients can leverage these tools to optimize their digital asset portfolios.