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Liscenced Crypto Ria

Our Story

Founded in 2018, DAiM was the first Registered Investment Advisor dedicated to cryptocurrencies. Since then we have helped countless retail, HNW, and UNHW investors gain access to Bitcoin and Digital assets in a variety of taxable and retirement accounts.  DAiM stands for Digital Asset Investment Management. We pronounced it “daym”.

Cutting Edge Approach

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Our Leadership Team

Bryan Courchesne_edit

BRYAN COURCHESNE

CEO
Bryan Courchesne_edit

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-bw

MIKE SOROUDI, CFA

Vice President of Operations & Compliance
Mike-Soroudi-bw

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-bw

DREW DEFALLE

STRATEGY & RESEARCH
Drew-Defalle-bw

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.

What People Say About Us!

"Bryan is a true professional. He proposed an investment strategy based on my goals and financial standing, explained all of the risks associated with investing in digital assets, and was available to answer all of my questions."
-Yuri Novo
"The team at DAiM was a great resource to rely on for excellent advice and guidance around moving part of a retirement account to Bitcoin. This space is so complex and confusing and it was great to work with them to identify paths forward to invest in Bitcoin. DAiM is a great partner to consult and work with."
-John McCabe
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Built And Operated In The USA

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