Geneos Integrates Eaglebrook’s Crypto SMAs for Diverse Portfolios

Geneos Wealth Management, a Denver-based hybrid RIA overseeing a multi-billion-dollar portfolio, has made a strategic move to meet the increasing interest in cryptocurrencies. By partnering with Eaglebrook, Geneos has added crypto separately managed accounts (SMAs) to its platform, marking a significant advancement in their service offerings. This collaboration enables Geneos clients to invest in digital assets directly, enhancing their ability to diversify with the comfort and regulatory compliance akin to conventional investments. The introduction of Eaglebrook’s crypto SMAs, noted for their institutional-level security, paves the way for Geneos to pioneer among wealth management firms by adapting to the changing investment landscape and the growing acceptance of cryptocurrency in investor portfolios.

Strategic Enhancement for Modern Investors

This collaboration between Geneos and Eaglebrook is an illustrative step toward aligning investment strategies with modern demands. As digital currencies continue to carve a substantial niche in the financial world, this partnership ensures that Geneos’ advisors can provide clients with a comprehensive investment approach that includes access to bitcoin and other leading digital assets. The inclusion of Eaglebrook’s crypto SMAs will substantially expand their offerings, catering to a segment of investors who are seeking exposure to the volatile yet potentially lucrative domain of cryptocurrencies.

Harnessing Eaglebrook’s technological platform means that Geneos’ advisors will have the tools to manage crypto investments with familiar operational processes, such as portfolio rebalancing, tax optimization, and asset allocation strategies that have been commonplace with traditional investments. This ease of management could serve as a significant draw for both new and existing clients, particularly those who understand the importance of diversification but require the expertise of seasoned advisors to navigate the complex world of digital assets.

Robust Infrastructure and Advisor Education

The collaboration between Eaglebrook and Geneos is groundbreaking, particularly with the integration of Eaglebrook’s Separately Managed Accounts (SMAs) into Geneos’ portfolio management infrastructure. This move significantly eases tasks like client onboarding and trade execution, optimizing administrative efficiency and potentially enriching the client investment experience in the digital asset space.

Education is also a cornerstone of this partnership, with a strong focus on equipping advisors with the knowledge needed to navigate the cryptocurrency landscape. This confluence of Eaglebrook’s crypto insights and Geneos’ wealth management acumen ensures that advisors and clients alike are well-educated to make informed investment decisions. The alliance between these two firms is thus setting the stage for a well-informed entry into the dynamic world of digital assets, balancing prudent risk management with innovative investment opportunities.

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