Eaglebrook Celebrates Five Years, Establishes Brand as Leading Digital Asset Investment Platform for Independent Wealth Managers
2024年6月26日 - 10:05PM
ビジネスワイヤ(英語)
Since its founding in 2019, Eaglebrook’s crypto
SMA solution has expanded its service offering to be trusted by
over 700 financial advisors at more than 70 RIAs nationwide
Eaglebrook, a crypto investment platform that provides
registered investment advisors (RIAs) with direct access to digital
assets, today celebrates five years in business after incorporating
as an RIA in June 2019. Since transitioning its focus to building
crypto separately managed accounts (SMAs) designed for independent
wealth managers, the platform has accumulated over $225 million in
assets under management. It has also established partnerships with
more than 70 wealth management firms, including Clearstead,
Dynasty Financial Partners and Mariner Wealth
Advisors.
RIAs that leverage Eaglebrook’s platform gain exclusive access
to both active and passively managed digital asset SMAs that are
developed in partnership with leading asset managers, including
ARK Invest, Bitwise Investments and Franklin
Templeton. All client funds are held at qualified custodians
Anchorage Digital and Gemini, which are highly
regulated and provide institutional-grade security.
“We’re still in the early innings of digital assets, but despite
the nascency of the crypto market, we’re hearing from advisors
every day that clients are demanding access to bitcoin and
ethereum,” says Chris King, founder and chief executive
officer of Eaglebrook. “Eaglebrook aims to be that solution for
clients who are seeking exposure. With our provision of crypto
SMAs, we enable advisors to offer clients tax-optimized access to
digital assets via the benefits of direct ownership.”
While SEC filings show that RIAs have poured billions of client
assets into bitcoin ETFs, Eaglebrook’s SMA platform offers a
differentiated solution by enabling tax efficiency with automated
tax loss harvesting. This allows investors to maintain their
long-term allocation to crypto assets while also creating capital
losses during downside volatility. Further, advisors serving
high-net-worth clients can leverage Eaglebrook’s SMAs to diversify
crypto holdings into multi-asset portfolios, a critical element
when investing in an emerging and complex asset class.
Eaglebrook seamlessly integrates with a diverse range of
technology providers, including Addepar, Black
Diamond, Morningstar and Orion. These
integrations significantly streamline the investment process, as
well as enabling advisors to model, bill and advise on their
clients’ bitcoin and digital asset holdings within a secure,
unified technology ecosystem.
Eaglebrook’s platform also enables advisors to facilitate
in-kind transfers of held-away digital assets. Not only does this
allow advisors to have a broader view of clients’ holistic
portfolios by moving held-away digital assets into their purview,
but also increases transparency and marries client portfolios with
their wealth and estate plan.
Eaglebrook bridges the gap between advisors and digital asset
offerings, enabling advisors to stay ahead of the curve and meet
client demand with Eaglebrook’s cutting-edge crypto SMA solutions.
For more information and important disclosures, visit
eaglebrookadvisors.com.
About Eaglebrook
Eaglebrook is a crypto investment platform that provides RIAs
with direct access to bitcoin and digital assets. The firm operates
one of the largest SMA Platforms in the crypto market. Eaglebrook's
investment platform offers access to tax optimized Bitcoin and
Ethereum separately managed accounts (SMAs) and third-party
investment manager strategies held at an institutional qualified
custodian.
Eaglebrook is an SEC registered investment advisor that works
with over 70 RIAs and has over 700 financial advisors using its
platform. The company is backed by leading wealth management
executives and financial institutions including Castle Island
Ventures, Brewer Lane Ventures and Franklin Templeton.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240626328063/en/
StreetCred PR eaglebrook@streetcredpr.com
Hannah Dixon 317-590-0915 Hannah@streetcredpr.com
Will Ruben 847-208-8289 William@streetcredpr.com