Eaglebrook Launches Crypto Direct Indexing Platform With S&P Cryptocurrency Top 10 Equal Weight Index

Eaglebrook launched direct indexing capabilities for digital assets, enabling financial advisors to offer clients rules-based cryptocurrency portfolios through separately managed accounts.

At launch, clients can access the S&P Cryptocurrency Top 10 Equal Weight Index through Eaglebrook’s SMA infrastructure.

The index seeks to track the 10 largest eligible cryptocurrencies by market capitalization within the broader S&P Cryptocurrency Broad Digital Market Index.

Each constituent is equally weighted.

Eaglebrook said the launch represents the wealth management industry’s first direct indexing capability specifically designed for digital assets.

The platform allows investors to directly own the underlying cryptocurrencies rather than accessing them through a pooled investment vehicle.

That structure enables advisors to combine institutional index methodology with account-level customization and tax management.

Eaglebrook’s platform can automatically identify tax-loss harvesting opportunities at the individual asset and client-account level.

The company said this can provide advisors with additional opportunities to generate tax alpha for clients holding digital assets.

The direct ownership model also supports in-kind funding.