Friday, June 4, 2021


Eaglebrook companions with AltoIRA

Eaglebrook Advisors (Eaglebrook) has partnered with Alto Options, Inc (AltoIRA) to present unbiased monetary advisors the flexibility to seamlessly put…

By Staff , in IRAs , at June 4, 2021


Eaglebrook Advisors (Eaglebrook) has partnered with Alto Options, Inc (AltoIRA) to present unbiased monetary advisors the flexibility to seamlessly put money into bitcoin and different digital belongings by way of tax-advantaged accounts. 

Eaglebrook is the primary safe and compliant SMA platform that focuses on bitcoin and digital belongings and is particularly designed for Registered Funding Advisers (RIAs). With Eaglebrook’s addition of the streamlined IRA onboarding workflow, monetary advisors can now shortly and cost-effectively allocate consumer belongings to bitcoin and digital belongings in retirement accounts.   

“We’re thrilled to hitch forces with AltoIRA to simplify and optimise the method of investing retirement belongings in bitcoin and digital belongings utilizing customisable, tax-advantaged accounts,” says Christopher King, CEO of Eaglebrook Advisors. “It solely takes a couple of minutes for a monetary advisor to open a self-directed IRA and switch belongings with AltoIRA. Eaglebrook takes care of the whole lot else—together with commerce execution, portfolio administration, compliance, and reporting. Our partnership with AltoIRA provides IRA buyers safe, compliant, and streamlined entry to bitcoin and digital belongings at a time when market tendencies are making this asset class significantly engaging.”   

Demand for bitcoin and digital asset publicity from advisors and their purchasers has accelerated over the previous few months. RIAs and monetary advisors have turn into higher educated on the rising asset class and its uneven upside. Eaglebrook’s SMA platform is absolutely built-in with the foremost portfolio administration and reporting techniques enabling advisors to mannequin, invoice, and advise on their purchasers’ bitcoin and digital asset holdings inside a safe, unified system. Funding in Eaglebrook SMAs give buyers direct possession of their digital belongings, that are held in an offline, institutional-grade custody account at a professional custodian. 

“We’ve seen investor curiosity in bitcoin and cryptocurrencies extra broadly explode in recent times, together with curiosity in utilizing tax-advantaged self-directed IRAs to speculate,” says Eric Satz, Founder and CEO of Alto Options. “We’re proud to work with Eaglebrook to make it simple for advisors to securely incorporate digital asset funding methods into any sort of self-directed IRA on behalf of their purchasers.” 


Did you want this text? We’re holding a web-based digital belongings summit on 10 June. Click on right here to assert your home…



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