At DAiM we focus on crypto asset management to help you achieve your financial goals without being deterred by market volatility and complexity.
Managed Account
Most crypto platforms leave you to invest alone, not us. As a fiduciary, we offer a managed strategy to all clients.
IRAs
We can put Bitcoin and other digital assets into all types of IRAs: Roth, Traditional, SEP, SIMPLE, and Solo 401k. However you're saving for retirement, we got you covered!
Seamless Process
We handle the entire process from funding to asset management. You get regular reporting and 24/7 access.
Licensed & Secure
We are a licensed RIA (CRD# 294098) and partner with regulated trusts and full reserve custodians.
Save On Taxes
Our experienced team is familiar with strategies from tax loss harvesting to backdoor Roth Conversions.
Talk to Real Humans
When Clients Call DAiM they are answered by experienced advisors who can answer any of their digital asset investment questions.
Our Proven Investment Strategy
Alpha Beyond Bitcoin - Our Model Portfolio has been invested in pure crypto since 2018 and has a track record of outperforming a bitcoin buy-and-hold strategy. We take into careful consideration risk vs reward, safety, and taxes. This is our flagship product and can be used in a brokerage account, IRA, Trust, or corporate structure.
We believe that every portfolio should have some Bitcoin. We model investment plans to incorporate crypto through each stage of life to maximize long term wealth generation. From education to complex strategy deployment, we bring our proven experience and track-record to the table.
Professional Crypto Management
Whether it's bitcoin only or our longstanding Model Portfolio, we have the right asset management strategy to fit your needs.
Succession Planning
Passing on crypto at death is a complex matter. We have the experience to make it go smoothly with the loved ones who will benefit. From legacy planning to tax consequences we help make a plan so that the maximum gets passed on.
Taxes
Reporting taxable events to the IRS needs to be done accurately. In many cases your crypto investments tie into your traditional investments and this can require working with a team of planners, CPAs, and Attorney’s generate accurate filings.
Crypto Volatility
Option strategies like buying puts or selling covered calls can add downside protection or offer yield and make sense in certain situations and markets.
The Latest of DAiM in the News
Total Return Since Inception
1%
Trailing 12 Months
1%
*As of 12/31/2024. Past performance is not a guarantee of future results. Read more
DAiM Your Trusted Partner For:
Borrow against digital assets in a secure manner with institutional level lending and white-glove support.
Derivatives can be used to amplify a position or protect against downside risk.
Holding crypto in tax advantage accounts can be complicated but we make it simple and rewarding.
Crypto can be placed in a Trust or even an LLC for certain tax structures and crypto can all be tax loss harvested.
Donar Advised Funds requiring and advisor of record with licensed oversight and management.
Since 2018 we have run one managed portfolio that continues to outperform a buy and hold Bitcoin strategy.
From setting up monthly draws to legacy planning we have plans to fit your needs.
Corporate retirement plans now are better with Bitcoin.
Dedicating a percentage of a settlement award to Bitcoin is a smart move for long-term growth.
Annuities alone can leave holders underfunded and by adding Bitcoin future cash needs can be better met.
In US 172% Growth in year-over-year Assets Under Management*
#2 Ranking
In US 256% Growth in year-over-year number of clients*
Nominated
For the Orange County Business Journal 2022 Innovator of the Year award.
*2022 Registered Investment Advisor (RIA) Rankings Published in Financial Advisor
Trust
As a fiduciary, our clients always come first. We provide transparent and personalized services, guided by a commitment to ethical and responsible practices. We conduct rigorous due diligence to ensure we partner with properly qualified entities. Our license can be found here on the SEC’s website.
Security
Assets are held at a licensed custodian on a 1:1 basis, not commingled or factored out. Multiple forms of authentication are required to transfer assets. We use conventional banking partners to move fiat into and out of accounts.
A Cutting Edge Approach to Asset Management. At DAiM we focus on crypto wealth management to help you achieve your financial goals without being deterred by market volatility and complexity.
NOTE: ACCEPTING CLIENTS ON REFERRAL OR PREQUALIFIED BASIS ONLY
