Eaglebrook announces the launch of the Franklin Templeton Digital Asset Dynamic BTC/ETH separately managed account (SMA) strategy. This strategy, which is specifically designed for RIAs and U.S.-based wealth managers, is available on Eaglebrook?s Digital Asset SMA Platform and invested assets will be custodied at Anchorage Digital. Digital Asset SMAs offer investors a broader spectrum of assets beyond bitcoin, and with this professionally managed offering from Franklin Templeton, advisors working with high-net-worth (HNW) investors can provide an option for greater tax optimization.

Unlike bitcoin exchange-traded products (ETPs) or private funds, Eaglebrook?s tax optimization strategies proactively identify opportunities to reduce or defer capital gain tax liability. The Franklin Templeton Digital Asset Dynamic BTC/ETH SMA is an actively managed investment vehicle which seeks to outperform a market cap-weighted portfolio comprising bitcoin and ethereum. Franklin Templeton provides the model for the strategy to Eaglebrook on a non-discretionary basis.

Advisors who plan to leverage the SMA will also have the opportunity to include an automated tax overlay.