Crypto Investment Platform
for Wealth Managers
Providing investors with tax-optimized Bitcoin and Ethereum SMAs, Custom SMAs,
and strategies managed by third-party investment managers.
What are the benefits
of Crypto SMAs?
Bitcoin and other digital assets are held in the client’s name at a qualified custodian with institutional-grade security. The accounts are segregated in the client’s name with daily liquidity.
The crypto market is volatile relative to other asset classes. Eaglebrook implements automated tax optimization strategies to the client’s Crypto SMA. The SMA structure enables tax optimization in these accounts unavailable in the Bitcoin ETF structure.
Investors can allocate to multi-asset portfolios and SMAs. Clients can invest in baskets that include Bitcoin, Ethereum, Solana, Polygon, Chainlink, and Polkadot, among others, providing diversified exposure to the most compelling digital assets in L1s, L2s, defi, gaming, and tokenization.
Invest client assets into Bitcoin, Ethereum, and Altcoins in segregated accounts
Tax optimization strategies to reduce capital gains liability
Institutional Qualified Custody and Security
Gemini Custody® uses multisignature technology, role-based governance protocols, physical security, and multiple layers of biometric access controls to safeguard customer assets.Learn more
Anchorage Digital Bank is the only crypto-native bank to hold a charter from the U.S. Office of the Comptroller of the Currency.Learn more
Portfolio Management Integrations