Allows advisors to bring held-away digital assets under the advisor’s purview. Direct ownership also can minimize tracking error and improve liquidity and control compared to other vehicles.
Bring held-away digital assets under your purview
For every crypto investor making real money there are ten or more who are simply experimenting with something they don’t understand, chasing meme coins, and taking on risk without regard to how it impacts their long-term plans. But there’s no putting the crypto genie back in the bottle. Advisors need a way to satisfy client interest in this new asset such that it’s coherent with the client’s overall investment goals and strategy.
With Eaglebrook, advisors can bring held away digital assets under their purview to be managed holistically with more traditional asset categories.
Satisfying client interest in cryptocurrency
Eaglebrook allows smart integration of crypto into wealth management practices.
Direct Ownership
Automated Tax Optimization
Unlike with crypto ETFs, clients can choose tax optimization parameters which can reduce or defer capital gains tax liability.
Seamless System Integration
Portfolio management system integrations allow advisors to report, model, and bill on client’s digital asset investments.
Institutional Qualified Custody
SEC-registered investment platform integrated with institutional qualified custodians.