The Bitcoin and Crypto SMA Platform
Crypto for Wealth Management
Eaglebrook is the seamless and secure way for financial advisors to invest in bitcoin and digital assets. Schedule a call below to learn more.
Research report
The Bitcoin Market Cycle
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The Premier Crypto SMA Platform
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.
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 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.