Built for advisors, Eaglebrook allows advisors to seamlessly onboard client accounts and gain exposure to 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 a institutional-grade, cold storage custody account at Gemini Trust Company.
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 Tamarac 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.
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.