Eaglebrook Advisors 與富蘭克林鄧普頓合作推出比特幣和以太坊 SMA 策略

Eaglebrook Advisors 是一個管理資產達 2.25 億美元的 RIA SMA 平台，與富蘭克林鄧普頓合作推出了比特幣和以太坊單獨管理帳戶策略。該策略專為 RIA 和美國財富管理機構設計，旨在在富蘭克林鄧普頓研究和 Anchorage Digital 託管服務的支持下，將數位資產納入客戶投資組合。儘管面臨監管挑戰，加密貨幣仍在繼續增長，比特幣和以太幣今年迄今表現出顯著成長。與 ETF 相比，SMA 具有稅收優化優勢，可以減少資本利得稅負擔。 Eaglebrook強調，該策略並非與現有投資組合競爭，而是提供對具有更高回報潛力的多元化資產類別的投資。

Eaglebrook Advisors Launches Bitcoin and Ethereum SMA Strategy with Franklin Templeton

Eaglebrook Advisors 與富蘭克林鄧普頓推出比特幣和以太坊 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.

總部位於馬裡蘭州貝塞斯達的Eaglebrook Advisors 是一家註冊投資顧問(RIA) 和獨立管理帳戶(SMA) 平台，管理資產(AUM) 達2.25 億美元，宣布與富蘭克林鄧普頓合作推出比特幣和以太坊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 為 70 個 RIA 提供服務，管理著總計 3000 億美元的資產，該公司專門為 RIA 和美國的財富管理機構設計了該策略。 SMA 策略將由第一家聯邦特許加密貨幣銀行 Anchorage Digital 託管，該銀行於 2022 年 11 月推出了自己的 SMA 產品。

"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 創辦人兼執行長 Chris King 表示：“在富蘭克林鄧普頓深入數位資產研究的支持下，此次合作旨在提供一個方便且節稅的途徑，將數位資產整合到客戶投資組合中。” “我們仍然致力於提供多元化的投資解決方案，以滿足顧問及其客戶不斷變化的需求。”

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

該公告發布之際，加密貨幣正處於一個動盪但利潤豐厚的時期。

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，美國證券交易委員會 (SEC) 批准了首個現貨比特幣交易所交易基金 (ETF)，標誌著該資產類別的一個重要里程碑。然而，美國證券交易委員會主席加里·根斯勒警告說，比特幣仍然「主要是一種投機性、波動性資產，也被用於非法活動」。

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.

近幾個月來，美國證券交易委員會也加強了對加密貨幣的審查，重點是打擊詐欺和解決知名加密貨幣交易所倒閉的問題。

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.

儘管有這些監管阻力，截至週三，比特幣今年迄今仍上漲了 56.42%，從 44,172 美元上漲至 69,094 美元。同樣，以太幣今年迄今已升值 49.5%，從 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.

與 ETF 相比，SMA 具有稅務優化優勢，使投資者和顧問能夠減少或推遲資本利得稅責任。 Eaglebrook 的新策略將進行積極管理，並尋求超越比特幣和以太坊的市值加權投資組合。

"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."

「加密貨幣 SMA 和現貨比特幣 ETF 之間的主要區別在於稅收優化和投資組合定制，」King 向 RIA Intel 解釋道。 “透過加密 SMA，客戶可以直接擁有比特幣和數位資產，使他們能夠採用自動稅收損失收穫策略來減輕納稅義務。”

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 強調，加密貨幣 SMA 是現有投資組合的補充，而不是與之競爭。 「加密貨幣 SMA 並不與市值加權的投資組合競爭，」他說。 “Eaglebrook 正在提供投資多元化資產類別的機會，並有可能提高回報。”