Eaglebrook Advisors 与富兰克林邓普顿合作推出比特币和以太坊 SMA 策略

Eaglebrook Advisors 是一个管理资产达 2.25 亿美元的 RIA SMA 平台，与富兰克林邓普顿合作推出了比特币和以太坊单独管理账户策略。该策略专为 RIA 和美国财富管理机构设计，旨在在富兰克林邓普顿研究和 Anchorage Digital 托管服务的支持下，将数字资产纳入客户投资组合。尽管面临监管挑战，加密货币仍在继续增长，比特币和以太币今年迄今表现出显着增长。与 ETF 相比，SMA 具有税收优化优势，可以减少资本利得税负担。 Eaglebrook强调，该策略并不与现有投资组合竞争，而是提供对具有更高回报潜力的多元化资产类别的投资。

Eaglebrook Advisors Launches Bitcoin and Ethereum SMA Strategy with Franklin Templeton

Eaglebrook Advisors 与富兰克林邓普顿推出比特币和以太坊 SMA 策略

Bethesda, Maryland-based Eaglebrook Advisors, a registered investment advisor (RIA) and separately managed account (SMA) platform with $225 million in assets under management (AUM), has announced the launch of a Bitcoin and Ethereum SMA strategy in partnership with Franklin Templeton.

总部位于马里兰州贝塞斯达的 Eaglebrook Advisors 是一家注册投资顾问 (RIA) 和独立管理账户 (SMA) 平台，管理资产 (AUM) 达 2.25 亿美元，宣布与富兰克林邓普顿合作推出比特币和以太坊 SMA 策略。

Eaglebrook, which serves 70 RIAs managing a collective $300 billion in assets, designed the strategy specifically for RIAs and U.S.-based wealth managers. The SMA strategy will be custodied by Anchorage Digital, the first federally chartered crypto bank, which launched its own SMA offerings in November 2022.

Eaglebrook 为 70 个 RIA 提供服务，管理着总计 3000 亿美元的资产，该公司专门为 RIA 和美国的财富管理机构设计了该策略。 SMA 策略将由第一家联邦特许加密货币银行 Anchorage Digital 托管，该银行于 2022 年 11 月推出了自己的 SMA 产品。

"Backed by Franklin Templeton's deep digital assets research, this partnership aims to provide an accessible and tax-efficient gateway to integrating digital assets into client portfolios," said Chris King, founder and CEO of Eaglebrook. "We remain committed to delivering diversified investment solutions tailored to the evolving needs of advisors and their clients."

Eaglebrook 创始人兼首席执行官 Chris King 表示：“在富兰克林邓普顿深入数字资产研究的支持下，此次合作旨在提供一个方便且节税的途径，将数字资产整合到客户投资组合中。” “我们仍然致力于提供多元化的投资解决方案，以满足顾问及其客户不断变化的需求。”

The announcement comes amidst a volatile yet lucrative period for cryptocurrencies.

该公告发布之际，加密货币正处于一个动荡但利润丰厚的时期。

In January 2023, the Securities and Exchange Commission (SEC) approved the first spot Bitcoin exchange-traded fund (ETF), marking a significant milestone for the asset class. However, SEC Chairman Gary Gensler cautioned that Bitcoin remains "primarily a speculative, volatile asset that's also used for illicit activity."

2023 年 1 月，美国证券交易委员会 (SEC) 批准了首个现货比特币交易所交易基金 (ETF)，标志着该资产类别的一个重要里程碑。然而，美国证券交易委员会主席加里·根斯勒警告说，比特币仍然“主要是一种投机性、波动性资产，也被用于非法活动”。

The SEC has also intensified its scrutiny of cryptocurrencies in recent months, with a focus on combatting fraud and addressing the collapse of prominent crypto exchanges.

近几个月来，美国证券交易委员会还加强了对加密货币的审查，重点是打击欺诈和解决知名加密货币交易所倒闭的问题。

Despite these regulatory headwinds, Bitcoin has posted a 56.42% year-to-date gain as of Wednesday, rising from $44,172 to $69,094. Similarly, Ether has appreciated 49.5% year-to-date, from $2,352 to $3,517.

尽管存在这些监管阻力，截至周三，比特币今年迄今仍上涨了 56.42%，从 44,172 美元上涨至 69,094 美元。同样，以太币今年迄今已升值 49.5%，从 2,352 美元升至 3,517 美元。

SMAs offer tax optimization advantages over ETFs, enabling investors and advisors to reduce or defer capital gains tax liability. Eaglebrook's new strategy will be actively managed and seeks to outperform a market cap-weighted portfolio of Bitcoin and Ethereum.

与 ETF 相比，SMA 具有税务优化优势，使投资者和顾问能够减少或推迟资本利得税责任。 Eaglebrook 的新策略将进行积极管理，并寻求超越比特币和以太坊的市值加权投资组合。

"The primary differentiators between crypto SMAs and spot Bitcoin ETFs are tax optimization and portfolio customization," King explained to RIA Intel. "With crypto SMAs, clients have direct ownership of Bitcoin and digital assets, empowering them to employ automated tax-loss harvesting strategies to mitigate tax liability."

“加密货币 SMA 和现货比特币 ETF 之间的主要区别在于税收优化和投资组合定制，”King 向 RIA Intel 解释道。 “通过加密 SMA，客户可以直接拥有比特币和数字资产，使他们能够采用自动税收损失收获策略来减轻纳税义务。”

King emphasized that crypto SMAs complement existing portfolios rather than compete with them. "Crypto SMAs are not competing with a market cap-weighted portfolio," he said. "Eaglebrook is providing access to diversified asset classes with the potential for enhanced returns."

King 强调，加密货币 SMA 是对现有投资组合的补充，而不是与之竞争。 “加密货币 SMA 并不与市值加权的投资组合竞争，”他说。 “Eaglebrook 正在提供投资多元化资产类别的机会，并有可能提高回报。”