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 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 (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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Research report
The Bitcoin Market Cycle
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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.