Eaglebrook's technology platform provides institutional access to digital asset solutions and capabilities for wealth management firms and their clients.
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.
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.
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.
Ethereum has successfully integrated its latest upgrade, allowing stakers to unstake their ether. While there was fear of a mass unstaking event, this did not transpire.
Bitwise’s strategies on Eaglebrook’s separately managed account platform provide investors with professional management, direct coin ownership, and advisor oversight of client holdings.