The digital asset SMA Platform

Trusted Access to Digital Assets for advisors

Eaglebrook's technology platform provides institutional access to digital asset solutions and capabilities for wealth management firms and their clients.

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Franklin Templeton Strategies
Franklin Templeton Strategies

Franklin Templeton and Eaglebrook have partnered to offer passively and actively managed digital assets investment portfolios to RIAs and institutions. These portfolios will be separately managed accounts (SMAs) utilizing models provided by Franklin Templeton to Eaglebrook on a non-discretionary basis. Such SMAs offer direct ownership, minimal tracking error, low minimums and portfolio reporting integration.

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ARK Invest Strategies
Ark Invest Strategies

ARK Invest (ARK) and Eaglebrook have partnered to offer two actively managed digital assets investment portfolios to the wealth management industry. These strategies will be separately managed accounts (SMAs) which offer direct ownership, low minimums, and portfolio reporting integration amongst other benefits. ARK is serving as a non-discretionary model provider to Eaglebrook.

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Bitwise Strategies
Bitwise Strategies Logo

Bitwise Asset Management and Eaglebrook have partnered to offer a suite of crypto solutions through three separately managed account (SMA) strategies. The SMA structure may allow individuals to move existing held-away crypto assets to an investment vehicle while experiencing tax efficiency. Crypto assets are directly owned by the investor, professionally managed, and reported on by an advisor.

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Research report
The Bitcoin Market Cycle
Download Report
Bit Market Cycle
The Premier Crypto SMA Platform
Built for advisors, Eaglebrook allows seamless client onboarding for professionally-managed Bitcoin and Crypto separately managed accounts (SMAs)
Institutional security and compliance
Eaglebrook is a registered investment advisor ("RIA") and complies with all regulatory requirements. The clients assets are secured and held in an institutional-grade custody account at Gemini Trust Company.
Professional management
Eaglebrook manages single assets, multi-asset, and actively managed digital asset portfolios using both quantitative and fundamental research.
Integration to existing advisor workflows
Eaglebrook has a fully digital onboarding process that is integrated to advisors existing workflows and has reporting integrations with Addepar, Black Diamond, Orion, and Morningstar so advisors can report, bill, and advise on clients' bitcoin and digital asset holdings.
Direct custodial integrations let you report and bill on crypto assets.
Addepar Integrations
Orion integration
Black Diamond Wealth Platform Integration
Bridge Integration