Crypto Advisor

| Welcome To DAIM

Full Service Digital Asset Investment Management

As the first-of-its-kind, Licensed Registered Investment Adviser for Bitcoin and Digital Assets, 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.

What DAIM offers:

  • A managed Model Portfolio option with a 4 year track record
  • Dedicated full-service advisory
  • Trading and execution
  • Customized investment options in your own Separately Managed Account (Crypto SMA)
  • Retirement account creation and administration
  • Secure cold storage custody of assets
  • Research and educational resources
  • Administration, compliance, and IRS filings

With DAIM, your assets are held by a qualified custodian. Through due diligence, we've selected the best-in-class wallet provider, which is insured, audited, and reliable.

  • Rollover or transfer any IRA or old employer 401k (without penalties)
  • Invest for retirement tax-free/tax-deferred
  • Stay invested with an in-kind transfer from another provider
  • Enjoy tax-free trading with our institutional rates
Crypto Management - Bitcoin Adoption

Our Office

120 Newport Center Drive Newport Beach, CA 92660
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