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April 12, 2024
Investment Strategies

Geneos Wealth Management Integrates Eaglebrook’s Crypto SMAs Into RIA Investment Platform

Eaglebrook will present traders with tax-optimized Bitcoin and Ethereum SMAs, customized SMAs and techniques managed by third-party funding managers

BETHESDA, Md.–(BUSINESS WIRE)–#BitcoinEaglebrook, a crypto funding platform that gives registered funding advisors (“RIAs”) with direct entry to bitcoin and digital property, as we speak proclaims the addition of its crypto individually managed accounts (SMAs) to the RIA funding platform of Geneos Wealth Administration (“Geneos”). Primarily based in Denver, Geneos is a hybrid RIA overseeing over $10 billion in property. Its RIA platform has $5 billion in regulatory property below administration (RAUM) and $2 billion in property below administration. Partnering with Eaglebrook expands Geneos’ choice of Bitcoin and digital asset funding methods out there to its advisors and shoppers.

This strategic partnership comes at an necessary second. The market’s infrastructure for digital property is stronger than ever and has decreased dangers and maximized benefits for early adopters. Eaglebrook’s provision of crypto SMAs to Geneos’ advisors allows them to supply shoppers direct possession of digital property, held at a certified custodian with institutional-grade safety. This function, mixed with the power to automate tax-loss harvesting and create diversified, multi-asset portfolios, simplifies the funding course of and doubtlessly will increase the enchantment of digital asset portfolios for shoppers.

Additional, Eaglebrook’s digital asset methods at the moment are built-in with Geneos’ present portfolio administration methods, streamlining all the things from shopper onboarding and commerce execution to portfolio rebalancing. Moreover, the partnership emphasizes the significance of digital asset schooling, providing each advisors and shoppers assets to deepen their understanding of this rising asset class. By means of this instructional assist, Eaglebrook and Geneos intention to demystify digital property, offering a powerful basis for knowledgeable, strategic funding selections.

“Geneos prides itself on offering advisors with the assets they require to excel of their roles and to ship distinctive worth to their shoppers,” mentioned Dean Rager, chief working officer of Geneos. “This partnership with Eaglebrook displays our dedication to offering progressive options that seamlessly combine into our shoppers’ wealth administration methods. We’re trying ahead to working with Eaglebrook to empower our advisors and supply our shoppers direct entry to digital property.”

This collaboration underscores a strategic alignment with the evolving preferences of recent traders and the burgeoning curiosity in digital property. Eaglebrook, with its community of over 700 monetary advisors and $165 million in property below administration (AUM), is about to remodel the way in which Geneos’ advisors interact with their shoppers. By leveraging Eaglebrook’s platform, they’re higher outfitted to serve shoppers eager to diversify their portfolios with cryptocurrencies.

“The period when advisors might overlook digital property and proceed and not using a plan is coming to an finish,” mentioned Chris King, founder and chief government officer of Eaglebrook. “This partnership validates Eaglebrook’s progressive method and highlights the chance for digital property now and sooner or later.”

For extra details about Eaglebrook, and for necessary disclosures, please go to eaglebrookadvisors.com.

About Eaglebrook

Eaglebrook is a crypto funding platform that gives RIAs with direct entry to bitcoin and digital property. The agency operates one of many largest SMA Platforms within the crypto market. Eaglebrook’s funding platform presents entry to tax optimized Bitcoin and Ethereum individually managed accounts (SMAs) and third-party funding supervisor methods held at an institutional certified custodian.

Eaglebrook is an SEC registered funding advisor that works with over 70 RIAs and has over 700 monetary advisors utilizing its platform. The corporate is backed by main wealth administration executives and monetary establishments together with Fort Island Ventures, Brewer Lane Ventures and Franklin Templeton.

About Geneos Wealth Administration

Constructed from the ground-up by profitable advisors and again workplace specialists, Geneos seeks to foster a tradition of caring, professionalism, and progressive problem-solving backed by a confirmed monitor file of success. Geneos creates an surroundings the place advisors can actually thrive prioritizing concierge providers and versatile options. Study extra at geneoswealth.com.


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