Bethesda, MD – Eaglebrook Advisors, a prominent crypto investment platform, has cemented its position as a leading provider of separately managed accounts (SMAs) for wealth managers, now overseeing over $225 million in assets under management. This growth aligns with the broader trend of increasing adoption of crypto SMAs by financial advisors seeking tailored digital asset solutions for their clients.
The company's success highlights a significant shift in wealth management, as advisors increasingly integrate digital assets into client portfolios. As stated in a recent social media post by Sean Judge, "SMAs are growing fast and @eaglebrook is the leading crypto provider for wealth managers." This sentiment is echoed by the platform's expanding reach, now serving over 70 Registered Investment Advisors (RIAs) and more than 700 financial advisors.
Separately Managed Accounts offer distinct advantages over pooled investment vehicles like ETFs, particularly for high-net-worth individuals. These benefits include direct ownership of underlying digital assets, enhanced tax optimization strategies such as tax-loss harvesting, and the ability to customize portfolios to individual client needs. This personalized approach is a key driver behind the growing appeal of SMAs in the evolving digital asset landscape.
Eaglebrook has forged strategic partnerships to expand its offerings and reach. Collaborations with institutional players like Anchorage Digital, a federally chartered digital asset bank, ensure secure custody and streamlined access to crypto assets. Additionally, asset managers such as Franklin Templeton, Bitwise, and ARK Invest leverage Eaglebrook's platform to offer their own crypto SMA strategies, further diversifying available investment options for advisors.
The firm, founded in 2019, has consistently focused on providing secure, compliant, and integrated solutions for RIAs. Its platform seamlessly integrates with existing portfolio management systems, simplifying the workflow for advisors. This focus on institutional-grade infrastructure and comprehensive support has been instrumental in positioning Eaglebrook at the forefront of crypto adoption within the wealth management sector.