michael.pendergrass
Acronym
Eaglebrook
Product ID
Eaglebrook_Crypto_SMA
Description

Investment platform providing advisors and investors tax optimized Bitcoin and Ethereum SMAs, Custom SMAs, and manager strategies.

Images
Features

Investment platform providing advisors and investors tax optimized Bitcoin and Ethereum SMAs, Custom SMAs, and manager strategies:

  • Direct ownership of Bitcoin and crypto
  • Ability to transfer clients held-away bitcoin and digital assets to be managed by advisor
  • Generate tax savings with automated tax-loss harvesting.
Vendors
Eaglebrook
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Portfolio Management
Trading & Rebalancing
Ad Hoc Tags
DoubleClick Tags

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