What problem does this service solve?

Eaglebrook’s SMA allows financial advisors to more easily offer their clients digital asset investment opportunities.

Company Details

About Eaglebrook Advisors

Eaglebrook Advisors is an investment firm focused on providing Crypto investment services for traditional financial advisors. Eaglebrook Advisors has launched a separately managed account (SMA) platform that provides financial advisors with a secure and compliant way to enable their clients to invest in Bitcoin and other digital assets. Their SMA solution is designed specifically for financial advisors and RIA, and can be integrated seamlessly with their existing systems and operations. workflow and operations. It allows advisors to better manage these assets with their clients' overall portfolio goals, and to make allocations as a part of their overall wealth management strategy.

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