Eaglebrook is thrilled to announce our partnership with @SPDJIndices to launch the wealth management industry's first direct indexing solution for crypto. Full press release below. #DirectIndexing #WealthManagement #DigitalAssets

Read the full announcement: businesswire.com/news/home/2…

Bitcoin is moving mainstream with its legitimacy at an all-time high as traditional institutions add support, the US government potentially sets up a Strategic Bitcoin Reserve, and the macro backdrop bolsters Bitcoin's investment case. It remains early in this cycle and the overall long-term adoption life cycle for bitcoin. Bitcoin adoption comes in waves, with significant price increases grabbing the attention of the next cohort of investors who evolve into long-term holders through a further understanding of bitcoin's purpose. The next wave is starting to form. Schedule a Demo Today Now is an opportune time to understand the capabilities of the Eaglebrook Platform and what it can offer your clients. Visit Eaglebrook.com to schedule a demo today.

As the crypto landscape continues to evolve, financial advisors have a unique opportunity to unlock new growth by integrating held-away crypto assets into their practice through in-kind transfers.  eaglebrook.com/post/Integrat…

Why do wealth managers choose Eaglebrook’s Crypto Investment Platform? See the advantages below:

Given bitcoin’s volatility and return structure, having the ability to tax-loss harvest is essential for investors looking to maximize their long-term returns in this emerging asset class. Read more for an introduction to the benefits, considerations, and process of setting up tax optimization with Crypto SMAs. eaglebrook.com/post/Why-tax-…

After months of trading in a relatively tight range, bitcoin is trading above $70,000 for the first time in over four months, nearing an all-time high. With monetary policy becoming more dovish, bitcoin's long-term investment thesis is back in the spotlight. eaglebrook.com/post/Newslett…

CEO @cjking711 spoke to @wealth_report about how advisors can utilize In-Kind Transfers to engage with clients who own held-away crypto investments. wealthsolutionsreport.com/20…

Founder and CEO @cjking711 spoke to @investmentnews about crypto adoption among financial advisors and the potential for crypto to become a standard sleeve in diversified portfolios. investmentnews.com/alternati…

Founder and CEO @cjking711 explains why crypto SMAs are best suited for some investors and crypto ETFs are a better fit for others in the latest edition of @etfcom 's “Your Take.” etf.com/sections/advisor-cen…

How should an advisor decide whether to allocate to the bitcoin ETF or a Crypto SMA for their clients? Bitcoin ETF vs. Crypto SMA is not a one-or-the-other decision for a wealth manager. Instead, advisors should consider the specific circumstances and profiles of individual clients when deciding which investment vehicle to use. Read below how wealth managers can choose the best crypto investment solution for their clients. eaglebrook.com/post/Crypto-s…

Eaglebrook is the bridge between wealth management and digital assets. eaglebrook.com/about Eaglebrook’s Crypto Investment Platform is trusted by wealth management firms to provide tax-optimized Bitcoin and Ethereum SMAs, Custom SMAs, and strategies managed by third-party investment managers. #Bitcoin #WealthManagement

With the end of the second quarter upcoming, we revisit the 2024 Crypto Themes for Wealth Managers set out at the beginning of the year. The catalysts for continued adoption remain in place. Read more below. eaglebrook.com/post/2024-the…