Separately Managed Accounts

A Separately Managed Account is an investment portfolio created specifically for a single investor and managed by a financial advisor or investment firm. Unlike mutual funds or ETFs, where the investor owns shares of the fund instead of the underlying securities, the securities in an SMA are owned directly by the investor.

Some SMA providers specifically permit digital assets and manage the entire investment process, from initial account opening through ongoing portfolio management.

SMAs offer customization not available when investing in mutual funds or ETFs, and thus can more closely reflect an investor’s objectives, risk tolerance and other needs. Digital assets held in an SMA are placed with a qualified custodian.

SMAs typically have higher account minimums and fees than mutual funds and ETFs.

Learn More About These Leading Firms

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Arbor Digital offers responsible digital asset investment management through its first-of-its-kind SMA designed specifically for the digital asset class. Arbor provides RIAs and their clients the True Digital Asset SMA™ offering, using qualified custodians to ensure compliance and security. Arbor provides a depth of experience in the digital asset investment space as well as a low-cost, diverse, and efficient strategy for RIAs who wish to offer their clients direct exposure to this emerging asset class.


Eaglebroook Advisors is a tech-driven investment manager specializing in bitcoin and digital assets. Eaglebrook’s digital assets 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.

Gulfstream Digital
Honeycomb Digital
Kingsly Capital Management
Leavenworth Capital
PM Squared Financial
Rubicon Crypto
Willow Crypto

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