Since 2020, Echo45 Advisors has integrated crypto assets into comprehensive wealth strategies. Just as stock certificates faced the risk of being lost in fires in the 1950s, today’s investors encounter a similar risk of loss through "self-custody" of crypto assets. Many hold their crypto in hot wallets on exchanges like Coinbase, which are vulnerable to theft and often excluded from estate plans. At Echo45, we facilitate custody of digital assets in trust title and cold storage, ensuring they pass according to your wishes, avoiding probate, and protecting against lost access.
Echo45 Advisors offers two main options for investment in crypto assets: Spot Bitcoin & Ethereum Exchange-Traded Funds (ETFs) and Separately Managed Accounts (SMAs). Both options benefit from our team's extensive experience, providing you with security, flexibility, and expert support in crypto wealth planning.
Leading the Way in Crypto Asset Management
Spot Bitcoin & Ethereum ETFs
These ETFs offer efficient exposure to price movements without direct ownership. They are ideal for smaller allocations, qualified accounts like IRAs, or clients seeking simplicity. If you frequently trade or don’t want to diversify beyond Bitcoin or Ethereum, ETFs are a good option to consider.
Crypto SMAs: Secure, Tax-Efficient, and Customizable
For larger portfolios and long-term investors, Crypto SMAs offer direct ownership of Bitcoin and Ethereum, managed securely through custodians like Gemini Custody® and Anchorage Digital Bank. SMAs allow for in-kind transfers without triggering taxable events, while automated tax-loss harvesting helps optimize tax outcomes during market volatility.
Additionally, Echo45 Advisors partners with Eaglebrook to provide access to top-tier third-party managers, including ARK Invest, Bitwise, Franklin Templeton, and Arbor Digital. These managers offer diversified portfolios, which include tokens like Polkadot, Solana, and more. Through these partnerships, you gain access to professionally managed, tax-efficient strategies tailored to your unique needs.
Stay Tax-Compliant with Crypto Investments
Crypto tax reporting can be complex. At Echo45 Advisors, we ensure your crypto assets are managed with full tax compliance in mind. From tax-loss harvesting to in-kind transfers, we simplify the tax filing process each year, helping you stay compliant and reduce tax burdens.
At Echo45 Advisors, we provide the flexibility and security necessary to integrate crypto assets into your long-term wealth management plan, helping to ensure that your holdings are protected and tax-efficient.
Take off with Us
Toll Free: 877-4-Echo45 (877-432-4645)
Local: 925-592-4509
Address
1801 N. California Blvd., Suite 101
Walnut Creek, CA 94596
