At DAIM we focus on crypto wealth management to help you achieve your financial goals without being deterred by market volatility and complexity.
Contact Us
If you are seeking to entrust the management of your funds to a seasoned crypto manager, we cater to clients like you. Don't hesitate to reach out to us.
When Clients Call DAIM they are answered by experienced advisors who can answer any of their digital asset investment questions.
Wondering How To Buy Bitcoin?
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.
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!
Save On Taxes
Our experienced team is familiar with strategies from tax loss harvesting to backdoor Roth Conversions.
Managed Account
Most crypto platforms leave you to invest alone, not us. As a fiduciary we offer a managed strategy to all clients.
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 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.
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.
