As the first-of-its-kind, Licensed Registered Investment Adviser for Bitcoin and Digital Assets, we serve as a crypto wealth manager for our clients. Our long-standing Model Portfolio is great for investors looking for professional management.
What DAiM offers:
- A managed Model Portfolio option with a 6-year track record
- Dedicated full-service advisory
- Trading and execution
- Options strategies for qualified purchasers
- 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
