Access Bitwise Crypto Portfolios through 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. Bitwise serves as a non-discretionary model provider to Eaglebrook. The partnership unites the industry’s premier SMA platform with one of the world’s largest and fastest-growing crypto asset managers to provide turnkey access to the most compelling opportunities in crypto for wealth management firms and their clients.

Example Invest screen

Bitwise is one of the largest and fastest-growing crypto asset managers. The firm is known for creating the world’s largest crypto index fund (OTCQX: BITW), a suite of crypto-focused equity and futures ETFs, and investment products that span Bitcoin, Ethereum, DeFi, NFTs, and the Metaverse.

Bitwise 10 Crypto Index Strategy

Gain professionally managed exposure to the 10 largest crypto assets by market capitalization, subject to risk-related screens focused on security, custody, technology, and regulatory risks. It includes established giants like Bitcoin and Ethereum, as well as up-and-coming assets. It’s a single point of access to gain exposure to the crypto market, without having to pick winners and losers. Assets are rebalanced monthly and held in custody with a regulated third-party custodian.

Bitwise Crypto Category Leaders Strategy

Gain professionally managed exposure to the leading crypto asset in each of the most important market categories in crypto, subject to risk-related screens focused on security, custody, technology, and regulatory risks. It’s a single point of access to gain diversified exposure to crypto’s fastest-growing use cases, while focusing on assets with significant users, developers, market traction, and liquidity. Assets are rebalanced quarterly and held in custody with a regulated third-party custodian.

Bitwise BTC/ETH Equal Weight Strategy

Gain professionally managed exposure to the two largest crypto assets by market capitalization. It’s a single point of access to gain equal-weighted exposure to Bitcoin and Ethereum. Assets are rebalanced quarterly and held in custody with a regulated third-party custodian.

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Digital asset investment solutions for financial advisors

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