Arbor Digital, a trusted leader in digital asset investment management for RIAs in the US, is elated to announce a strategic partnership with Eaglebrook Advisors. With this partnership, Arbor Digital is bringing its industry-leading separately managed account (SMA) digital asset investment strategies to Eaglebrook’s turnkey asset management platform. The partnership provides RIAs with a comprehensive, secure, and efficient solution for investing in digital assets, leveraging the strengths of both companies to offer unparalleled services on behalf of their clients.
“Financial services are based on trust, regardless of the technology or the asset class. Arbor Digital and Eaglebrook have established themselves as trusted service providers specializing in digital assets, a world where trust has been damaged in recent years. This partnership is a signal to RIAs and financial advisors that there are responsible and disciplined service providers they can trust,” says Marc Nichols, Product Director with Arbor Digital.
“We are excited to partner with Arbor Digital and onboard their two strategies to our platform,” says Chris King, Founder & CEO Eaglebrook Advisors. “The Arbor Digital Team has been providing RIAs with professionally managed digital asset investment solutions since 2020 and we are thrilled to work with them as they expand access to their strategies.”
Arbor Digital’s Flagship and Compass portfolio strategies will now be available to Eaglebrook’s growing list of over 50 RIAs and 650 financial advisors. Utilizing the familiar SMA structure provides many benefits such as direct ownership, tax efficiency, and customization.
Arbor Digital portfolio managers combine their expertise in the emerging field of blockchain analytics with traditional investment management techniques in early-stage investing to deliver long-term value beyond what passive strategies provide.
The partnership underscores both companies’ commitment to driving innovation and excellence in digital asset management, paving the way for a new era in financial technology and investment strategies. “This new partnership allows Arbor Digital to scale our digital asset expertise to RIA’s in new ways.” says Matthew Kolesky, Co-Founder of Arbor Digital.
To learn more about this partnership and why RIAs and asset allocators need to be considering professionally managed SMAs as a solution, Arbor Digital and Eaglebrook Advisors will be hosting a live webinar “The Case for Digital Asset SMAs” on Tuesday December 19th, 2023 at 12pm CT/1pm ET.
Arbor Digital Flagship Strategy
Arbor Digital’s Flagship portfolio is an actively managed exposure between BTC and ETH, the two largest assets by market cap, representing roughly 70% of Digital Asset markets.
Arbor Digital Compass Strategy
Arbor Digital’s Compass portfolio is an actively managed solution for investors to gain exposure to sectors, subsectors, and themes within digital asset markets. Including but not limited to: Decentralized payment networks, decentralized computer networks, network scaling solutions, Web 3.o infrastructure, enterprise blockchain, Digital Art & Collectibles, Gaming & Metaverse, Data Management, and all sectors of Decentralized Finance.
Both strategies are available to clients on the Eaglebrook platform with a minimum investment of $10,000 for non-qualified accounts and $50,000 for qualified accounts. Assets are held at Gemini Trust Company, a custodian qualified and regulated by the New York State Department of Financial Services (NYSDFS) and 8949 tax statements are provided directly through the Eaglebrook platform.
About Arbor Digital
Arbor Digital is a division of federally registered Arbor Capital Management, Inc. based in Anchorage, AK serving RIAs across the US. Launched in 2020, Arbor Digital is a leading Digital/Crypto Asset Separately Managed Account (SMA) provider for registered investment advisors and individual investors across the United States.
Arbor Digital’s mission is to be the connection for individual investors and registered investment advisors to engage the world of digital assets safely and securely.
For more information about Arbor Digital’s products and services please visit: www.arbordigital.io
Eaglebrook Advisors is a turnkey asset management platform (TAMP) that provides institutional access to digital asset solutions and capabilities for wealth management firms and their clients. Eaglebrook’s investment platform offers access to third-party investment manager Separately Managed Accounts (SMAs), its own advisor-driven custom digital asset SMAs, and educational resources for advisors and clients. Eaglebrook is an SEC registered investment advisor that works with over 50 RIAs and has over 650 financial advisors allocating to digital assets through the Company’s TAMP. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.
Arbor Digital is providing this announcement for informational purposes. This material is not intended as research, tax, or investment advice. Any decision to utilize Arbor Digital strategies will be made solely by the consumer of this material.
Carefully consider the investment objectives, risk factors, and charges and expenses of any Arbor Digital portfolio before investing. Investing in digital assets involves high risk, including potential total loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Information presented herein is subject to change. There is no guarantee or assurance that the methodology used by Arbor Digital or any of the Arbor Digital investment portfolios will result in Arbor Digital investment portfolios achieving positive investment returns or outperforming other investment products.
Blockchain networks, and digital assets in which Arbor Digital invest in associated with those networks, are new technological innovations with a limited history. Future regulatory actions or policies may limit the ability to sell, exchange or use a digital asset. The price of a digital asset may be impacted by the transactions of a small number of holders of such digital asset. Digital assets may decline in popularity, acceptance, or use, which may impact their price. Diversification may not protect against market risk. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.