Innovative Asset Management of Traditional Equities and Cryptocurrencies

| What We Do

A Cutting Edge Approach to Asset Management

DAIM’s unique experience in traditional and digital assets allows us to help companies and individuals build truly diversified portfolios.

BRYAN COURCHESNE

CEO
The founder of Newport Beach-based DAIM, is no stranger to managing risk and being on the forefront of innovation as we head into a new digital era and the 21st Century financial landscape.
Impacted by the housing meltdown during the Great Recession, the Florida entrepreneur relocated to New York City to trade options in the pit of the exchange. Within a few years he was managing a desk of brokers as the head of equity derivative sales at a Broker-Dealer. During that time he became an Options Principal and General Securities Principal holding the Series 4,7,24,55,63, and currently the Series 65.

MIKE SOROUDI, CFA

Vice President of Operations & Compliance
Mike has over 10 years of accounting and finance experience. Prior to joining DAIM he spent 6 years overseeing investment operations and strategy at a traditional RIA in Newport Beach (TFG).
Mike first discovered Bitcoin and cryptocurrencies in 2016 and ever since has sought ways to incorporate this new asset class into an overall investment strategy. Mike graduated from the University of Southern California with a BS in Economics/Mathematics. He holds the Series 63 license and was awarded the CFA charter in 2016.

DREW DEFALLE

STRATEGY & RESEARCH
Drew’s professional background brings over 20 years of business development, operational strategy, and program management to DAIM. Most recently, he’s held executive and advisory roles in technology and real estate development firms. Drew was first introduced to Bitcoin in 2013 before returning to grad school. He still spends the majority of his time thoroughly researching the ever-evolving digital asset space, with a particular focus on corporate investing for treasury and risk management, and the preservation of capital. Drew holds a BS in Engineering from Pennsylvania State University and an MBA from the University of Southern California.

Insights

Latest Updates & Letters

HODL Now... Retire Later.
401k

DAIM Issue 14 - HODL Now, Retire later

Employers now have the ability to offer 401k plans with the option of direct exposure to Bitcoin to complement a select stack of Vanguard mutual funds.
Equities & Bitcoin

Blending Traditional Equity Investments With Digital Assets

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.
Bitcoin

Full Service Digital Asset Investment Management

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.

Give Us A Call

949-298-7582

Send Us A Message

[email protected]

Our Offices

120 Newport Center Drive Newport Beach, CA 92660
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