Built specifically for RIAs and financial advisors, our secure and compliant investment solutions are designed to integrate seamlessly with your current workflow and operations.
Eaglebrook operates an SMA platform that specializes in bitcoin and digital asset investment strategies. Eaglebrook has launched the first bitcoin and digital asset separately managed accounts (SMAs).
Eaglebrook’s bitcoin and digital asset SMAs offer direct ownership, tax optimization, and portfolio integration. Eaglebrook integrates with your portfolio management system so you can add bitcoin and other digital assets directly to your model portfolios. Our investment solution adds value to your practice by providing streamlined access to a new and growing asset class.
FEATURES & BENEFITS
What you get with Eaglebrook's SMA platform
Seamless client onboarding
Eaglebrook has a fully digital onboarding process that integrates with advisors' traditional workflows and operations (i.e. Salesforce, Redtail).
Secure and compliant access
Multi-layer protection and secure movement of funds. The client's bitcoin is held at an institutional-grade qualified custodian.
Eaglebrook aggregates reporting data into your portfolio reporting system so you can integrate bitcoin directly into your client's portfolio.
The Eaglebrook Bitcoin SMA
One of our first investment offerings is the Eaglebrook Bitcoin SMA. This investment offering makes it easy for advisors to allocate to bitcoin by streamlining client onboarding, secure movement of funds, trade execution, tax documentation, and portfolio reporting integrations.
Institutional-grade security and direct ownership
The client owns the bitcoin directly and is the sole legal owner of the bitcoin. The client's bitcoin is held at a qualified custodian in an offline, instiutional-grade custody account.
Because the client owns the bitcoin directly, there are opportunities for tax-loss harvesting to offset capital gains tax liability.
Rebalancing and reporting integrations
Financial advisors can now seamlessly allocate to bitcoin and include it in their overall asset allocation strategy and financial planning for their clients. Eaglebrook integrates with RIA’s portfolio reporting systems (i.e. Orion, Addepar) and allows for automated rebalancing.
Separately Managed Account
Gemini Trust Company, LLC
Individual, Joint and Trust Accounts
Wire and ACH
Any US-based investor
The client owns the bitcoin directly allowing for tax optimization
Bitcoin is a digital representation of value that functions as a medium of exchange, a unit of account, or a store of value, but it does not have legal tender status. Bitcoin is not backed nor supported by any government or central bank. Bitcoin’s price is completely derived by market forces of supply and demand, and it is more volatile than traditional currencies and financial assets.
Investing in bitcoin comes with significant risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks. In addition, bitcoin markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing.