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Tokenomics: How fundamental research applies to digital assets
Why Crypto SMAs?
Our digital onboarding workflow is completely paperless and takes only a few minutes to onboard any type of client account including: Individual, Joint, Trust, LLC, Corporation, LP, Foundation/Non-profit, and IRA.
Eaglebrook has daily liquidity that allows for client to both invest and withdraw assets within 24 hours compared to monthly or quarterly liquidity with other investment structures.
Digital asset investment portfolios are professionaly managed by a team of seasoned investment professionals that have deep experience in the digital assets market.
Security and Compliance
The client owns the digital assets in their name at a qualified custodian in an institutional-grade cold storage custody account that is offline from the internet. Eaglebrook adds robust security layers on top of the client’s custody account that greatly reduce the risk of the theft or hack.
Eaglebrook has built deep integrations with advisor workflows and portfolio management systems that allows financial advisors to model, bill, and advise on their client’s bitcoin and digital asset holdings.
Eaglebrook offers various digital asset investment strategies that are customizable by each client. This includes market entry strategies, tax-loss harvesting strategies, and asset allocation strategies.
Make your clients investors in these Digital Assets SMAs today
Franklin Templeton through a wholly owned subsidiary is providing non-discretionary model delivery services to Eaglebrook Advisors, Inc.
Investment platform and investment advisory services are provided by Eaglebrook Advisors, Inc.
DIGITAL ASSET RISK DISCLOSURES There are several risks associated with digital assets and digital asset trading. By accessing and using the website www.eaglebrookadvisors.com, you as the investor hereby represent and warrant that you have read the following Digital Asset Risk Disclosure.
Investing in digital assets is speculative and investors need to be prepared to lose some or all of their investment in digital assets. Digital asset prices are highly volatile, and the value of digital assets can rise or fall dramatically and quickly. Investors should carefully consider their financial circumstances and risk tolerance before investing in digital assets and should not trade digital assets unless they have the financial capability to sustain significant losses. The price of digital assets may be influenced by many factors, including the performance of the economy as a whole, liquidity, legislative and regulatory changes or actions at the state, federal, or international level which may adversely affect the use, transfer, exchange, and value of digital assets; flash crashes, market manipulation, changing supply and demand for digital assets, social media environment, inflation, interest rates, national and international political and economic events, the presence of hacking or cybersecurity incidents, technological developments, and overall prevailing psychological sentiment toward digital assets.
Importantly, markets and exchanges for digital assets are not regulated with the same controls or customer protections available in traditional equity, option, futures, or foreign exchange investing. The features, functions, characteristics, operation, use and other properties of any specific digital asset is complex, technical, and may be difficult to understand or evaluate. Information regarding any specific digital asset may be unclear or opaque.
Digital assets are not covered by FDIC or SIPC insurance. Accounts at digital asset custodians and exchanges are not protected by the Securities Investor Protection Corporation (“SIPC”) and are not FDIC insured.
Digital assets carry significant liquidity risk. Investors may find it difficult or impossible to liquidate a position quickly at a reasonable price. This can occur, for example, when the market for a particular digital asset suddenly drops, or if trading is halted due to recent news events, unusual trading activity, or changes in the underlying digital asset system. In the event an exchange venue has limited liquidity, there will also be limited liquidity to trade investor assets. The greater the volatility of a particular digital asset, the greater the likelihood that problems may be encountered in executing a transaction.
Clients of Eaglebrook Advisors custody their assets with Gemini Custody, a New York Trust Company and qualified custodian licensed by the New York State Department of Financial Services. At present, all trading of an investor’s digital assets will be executed by only one exchange venue, currently Gemini. In the event that an investor’s digital asset custodian and exchange ceases operations, the investor will be required to transfer their digital assets to another custodian and doing so will cause delays in the ability to trade, liquidate or access their digital assets.
Digital assets are vulnerable to attacks on the security, integrity or operation, including attacks using computing power sufficient to overwhelm the normal operation of the digital asset’s blockchain or other underlying technology. In addition to normal market risks, investors may experience losses due to one or more of the following: system failures, hardware failures, software failures, network connectivity disruptions, and data corruption. There is no guarantee for continuous availability of quotes or trading for digital assets.
Eaglebrook Advisors and the exchange venues that trade digital assets also rely heavily on computer software, hardware and telecommunications infrastructure. These computer-based systems are vulnerable to disruption, delay or failure which can cause investors to lose access to the trading platform, delays or inability to receive quotes or may negatively impact all aspects of Eaglebrook Advisors service deliverables. As such, Eaglebrook Advisors’ systems and services are offered “As-Is”.