The move adds direct crypto ownership, tax-loss harvesting, customisation and in-kind transfers.
Eaglebrook, a New York-based US Securities and Exchange Commission (SEC)-registered investment adviser (RIA), has launched what it describes as ‘the wealth management industry’s first direct indexing capabilities for digital assets.’ Our rollout of direct indexing for digital assets speaks to the tremendous demand we have seen across wealth managers - Christopher King, Eaglebrook The platform is built around the S&P Cryptocurrency Top 10 Equal Weight Index, giving advis