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
Assets are held at a licensed custodian and held 1:1, not commingle or factored out. Multiple forms of authentication are required to transfer assets. We use conventional banking partners like JP Morgan and State Street.
We help clients buy Bitcoin and cryptocurrencies directly in their brokerage and tax-advantaged retirement accounts like 401ks and IRAs. Our long standing Model Portfolio is great for investors looking for professional management.
DAIM’s Equity & Crypto Portfolio is for qualified individuals seeking to combine a traditionally managed equity portfolio with pure cryptocurrencies. Clients may also choose to start solely with mutual funds and slowly add in crypto when desired.