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Eaglebrook offers various Bitcoin and Digital Asset SMAs tailored for financial advisors and their advisory clients. Eaglebrook’s product suite includes single asset, customized, and active SMA strategies.

Single Asset SMA
100% Bitcoin
Single Asset SMA
100% Ethereum
Single Asset SMA
Customized SMAs
70% BTC, 30% ETH
Customized SMA
50% BTC, 50% ETH
Customized SMA
Custom Strategy
Customized SMA
Active SMAs
EBA All Asset
Active SMA
DeFi Opportunities
Active SMA
Risk Managed
Active SMA
Crypto Growth Strtg.
Active SMA
Eaglebrook All Asset
Active SMA

Our mission

Build the bridge between wealth management and the digital asset market

Why Eaglebrook?
Seamless Onboarding
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.
Daily Liquidity
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.
Tax optimization
Eaglebrook has built the most robust tax-loss harvesting tools and strategies in the digital asset market. Advisors and clients can leverage these tools to optimize their digital asset portfolios.
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.
Portfolio Integration
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.
Portfolio Customization
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.