SMA Providers

An SMA is a portfolio created for a single investor and managed by a financial advisor or investment firm. Unlike mutual funds and ETFs, where investors own shares of the fund instead of the underlying securities, the securities in an SMA are owned directly by the investor. SMAs thus offer customization not available with mutual funds or ETFs, and therefore can more closely reflect an investor’s investment objectives, risk tolerance and tax situation.

Arbor Digital provides RIAs and their clients the True Digital Asset SMA™ offering, using qualified custodians to ensure compliance and security. Arbor provides a low-cost, diverse, and efficient strategy for RIAs who wish to offer their clients direct exposure to this emerging asset class.

Eaglebrook Advisors is a tech-driven investment manager specializing in digital assets. Eaglebrook’s SMA platform provides seamless onboarding, tax optimization, and custom investment strategies tailored specifically for advisors. Assets are secured in an offline, institutional grade custody account at Gemini Trust Company.

Eaglebrook has partnered with leading asset managers to offer passively and actively managed digital assets investment portfolios to RIAs and institutions. These include:

The ARK Invest Cryptocurrency Strategy is an actively managed, high conviction portfolio invested primarily in bitcoin and ether, the largest cryptocurrencies by network value.

With Bitwise, a suite of 3 crypto solutions including the Bitwise 10 Crypto Index Strategy provides diversified access to the leading crypto assets, screened for certain risks and weighted by market cap, through a strategy well suited to financial professionals.

With Franklin Templeton, both passive and active SMA options seek to provide capital appreciation through a typical exposure of 10-15 digital assets weighted by market capitalization.

With Global X, a suite of crypto SMAs track the performance of an equally weighted basket of digital assets representing either the mid-cap or the mega-cap segment of the market.

ONE Digital SMA, a separately managed account powered by Coinbase Prime technology opens secure access to institutional-quality investment strategies in digital assets.

Other SMA Providers