By John Benedict
J2 Capital Management, a boutique financial advisory firm specializing in in-house custom financial planning, tax, estate, and investment management, announces today that it has partnered with Eaglebrook Advisors (“Eaglebrook”) to broaden its investment selection to now include Bitcoin and digital asset SMA investment strategies.
Eaglebrook is the leading secure and compliant Separately Managed Account (SMA) platform that specializes in Bitcoin and digital assets, and is specifically tailored for Registered Investment Advisors (RIAs). The benefits of Eaglebrook’s SMA platform include seamless client onboarding, no minimums, daily liquidity, and portfolio customization. The SMA platform is fully integrated with the major portfolio management and reporting systems serving RIAs and independent advisors. This allows advisors to model, fee, and advise on their clients’ Bitcoin and digital asset holdings within a secure, unified technology ecosystem.
“We believe offering clients access to Bitcoin and other cryptocurrencies is the next evolution for J2 Capital Management in bringing access to leading-edge investment choices. Cryptocurrency is still in its infancy, but gaining popularity due to its potential as a decentralized currency, store of wealth, and a possible inflation hedge. We believe the time has arrived for cryptocurrency to be a small part of a client’s asset allocation, and we are excited to partner with Eaglebrook.” — John Benedict, CIO
The SMA platform will provide J2 Capital Management with direct access to Bitcoin and digital assets, which are held in an offline, institutional-grade custody account with a qualified custodian, Gemini Trust Company. Eaglebrook’s SMA platform allows advisors to seamlessly add Bitcoin and crypto to clients’ portfolios in a simple, secure, and compliant investment vehicle. With this new partnership, we will be able to provide more value to our clients to reach new heights and maximize wealth.
Take The Next Step With Us
Are you curious how Bitcoin and digital assets can benefit your portfolio? At J2 Capital Management, we can answer all of your burning questions and give you options that best suit your needs. Schedule a meeting online or reach out to us at firstname.lastname@example.org or 248-641-4444.
About Eaglebrook Advisors
Eaglebrook Advisors is a tech-driven investment manager that provides independent financial advisors with streamlined, secure, and compliant access to bitcoin and digital assets. The firm has created the first bitcoin and crypto separately managed accounts (SMAs), which are designed to seamlessly integrate with an advisor's current portfolio management systems and workflows. The company is backed by leading wealth management executives and financial institutions. For more information, please visit www.eaglebrookadvisors.com/ and follow us on LinkedIn.
The client's digital assets held in Eaglebrook's SMAs are secured in an offline, institutional-grade custody account at Gemini Trust Company. Gemini Trust Company is a fiduciary and qualified custodian under New York Banking Law and is licensed by the State of New York to custody digital assets.