Bitcoin Wealth Management
Managing and advising Bitcoin and digital asset investments for individuals, financial advisors, alternative thinking institutions and endowments.
Alpha generating, Income Generating, Secure, Regulated Investment Advisory and Management for cash brokerage and tax-advantaged retirement accounts.
Simple account set up
We take care of everything to open your account. Creation of legal docs, compliance and transfer of funds.
Zero transaction fees
You get the benefit of inside market liquidity and we don't charge you extra fees to transact.
Investment Advisory
Digital assets are complicated. We'll protect you and advise you so you can make the most of your investment.
Institutional Grade Custody
Our custodial solutions allow investing in Bitcoin through IRA's, 401K's, and brokerage accounts.
Say Hello to full service Digital Asset Investment Management
As the first-of-its-kind, Licensed Registered Investment Adviser for Bitcoin and Digital Assets, we help clients invest Bitcoin directly in their brokerage and tax-advantaged retirement accounts. If you have a 401k or IRA and want to invest in Bitcoin, we can help.
We offer dedicated full-service advisory, trading and execution, customized investment options, retirement account creation and administration, secure cold storage custody of assets, research and educational resources. Our platform is designed to work with anyone that wants to invest in Bitcoin.
Benefits of working with DAiM:
-
SMA for Institutions
-
Retail can use Traditional IRAs, Roth IRAs, old employer 401ks and cash brokerage acounts to invest in Bitcoin and Digital Assets
-
We offer Managed accounts or self-direct IRAs for a one time fee.
-
Earn up to 6% yield on Bitcoin while you hold by lending it out (8-10% TEYs in qualified accounts)
-
Trade at DAiM trading rates of 0.25% vs 2.1% at Coinbase, Gemini & CashApp
-
Access to Model Portfolio, Investment Recommendations and Technical analysis
-
Dedicated 24/7 full-service Investment Advisor access to discuss anything crypto or investment related, tax-advice, financial planning
-
We only used Licensed Custodians and offer Institutional cold-storage custody at 40bps
-
We secure your Bitcoin and Digital Assets by whitelisting wallets Bitcoin wallets that create a secure environment for assets
-
Clients can participate in our Partners Program and earn % management fees in perpetuity for referrals
-
35% of fees from client referrals year 1, 25% year 2, 20% year 3 into perpetuity
-
fees paid out in Bitcoin or USD every quarter
-
-
We're qualified and properly licensed to advise and manage digital assets in your 401k, IRA or brokerage account
-
We've been audited by regulators and operate in a way that is designed to be compliant.
-
We only trade with licensed trading desks and exchanges.
-
Our fees are transparent and far less punitive than other self-directed options, exchanges or trusts w/ premium to NAV.
OUR SERVICES
Need more details? Contact us
We're here to assist. Contact us by phone, email, chat or via our social media channels.