Eaglebrook's technology platform provides institutional access to digital asset solutions and capabilities for wealth management firms and their clients.
Franklin Templeton and Eaglebrook have partnered to offer passively and actively managed digital assets investment portfolios to RIAs and institutions. These portfolios will be separately managed accounts (SMAs) utilizing models provided by Franklin Templeton to Eaglebrook on a non-discretionary basis. Such SMAs offer direct ownership, minimal tracking error, low minimums and portfolio reporting integration.
ARK Invest (ARK) and Eaglebrook have partnered to offer two actively managed digital assets investment portfolios to the wealth management industry. These strategies will be separately managed accounts (SMAs) which offer direct ownership, low minimums, and portfolio reporting integration amongst other benefits. ARK is serving as a non-discretionary model provider to Eaglebrook.
Bitwise Asset Management and Eaglebrook have partnered to offer a suite of crypto solutions through three separately managed account (SMA) strategies. The SMA structure may allow individuals to move existing held-away crypto assets to an investment vehicle while experiencing tax efficiency. Crypto assets are directly owned by the investor, professionally managed, and reported on by an advisor.
Global X has partnered with Eaglebrook to provide a suite of digital asset solutions via the separately managed account (SMA) vehicle. The SMA structure provides investors with direct ownership without the need to self-custody. It allows for low minimums, customization, and tax benefits that may not be available in other vehicles.