Eaglebrook Added Digital Asset Direct Indexing
Financial advisors can now offer clients automated tax management and direct ownership of top cryptocurrencies.
Updated on Sept. 30, 2026 in Investing
Live Poll
Would you consider including digital assets as part of your long-term investment strategy?
Eaglebrook launched direct indexing for digital assets on its SMA platform, allowing investors to hold individual cryptocurrencies directly. This development provides managed accounts with access to the S&P Cryptocurrency Top 10 Equal Weight Index.
Why it matters
Wealth managers requested these tools to achieve greater diversification and tax alpha for client digital asset holdings. The move reflects a shift toward institutional-grade management for crypto portfolios.
The S&P Cryptocurrency Top 10 Equal Weight Index tracks 10 of the largest digital assets by market capitalization, with all assets receiving equal weighting. Industry projections forecast that total direct indexing assets will reach $2 trillion by 2028.
The players
Eaglebrook
An investment platform provider that offers SMA infrastructure for wealth managers to build and manage client portfolios.
The details
The platform utilizes SMA infrastructure to build diversified portfolios based on the S&P index, allowing investors to own underlying assets directly rather than through funds. Automated features include tax-loss harvesting and management, while allowing existing digital assets to be transferred into the accounts without triggering immediate tax liabilities.
Timeline
September 30, 2026: Eaglebrook launched its direct indexing platform for digital assets.
2028: Direct indexing assets are projected to grow to $2 trillion.
Money Landscape
This development marks a shift toward applying traditional index-based investing strategies to the digital asset market. It follows the established tracking methodology of the S&P Cryptocurrency Top 10 Equal Weight Index to standardize portfolio exposure.
Investors looking for tax efficiency in their digital holdings may find direct indexing helps manage liability through automated harvesting. Always discuss how these managed accounts align with your overall risk tolerance with a qualified financial professional.
The takeaway
Direct indexing brings tax management tools to digital asset holdings, potentially simplifying how wealthy households integrate crypto into their broader strategy. Investors should review how their current digital assets would be treated if transferred into a new managed account.
Further reading
For more on the mechanics of building a portfolio, visit our guide on Investing.
Live Poll
Would you consider including digital assets as part of your long-term investment strategy?
