Fiduciary digital asset management for sophisticated investors. Tax-aware, institutional-grade custody, and a framework built for post-liquidity event capital. We are one of the first SEC-registered investment advisors focused exclusively on digital assets.
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Who we serve
Three specific situations where digital asset integration moves the needle. If you recognize yourself in one of these, we should talk.
You just sold the business. Liquidity is sitting in cash and Treasury bills. We help you carve out a 1-5% digital asset sleeve before redeploying.
Read the post-exit playbookC-suite officers, energy execs, board members. Tax-aware Bitcoin and Ethereum allocation that respects your concentration, RSU vesting, and 10b5-1 considerations.
Framework coming soonSingle and multi-family offices, generational planning. Estate structuring, custody architecture, and fiduciary oversight built for the next 50 years.
Framework coming soon2018
One of the first SEC-registered investment advisors focused exclusively on digital assets.
100%
Fiduciary, fee-only, no custody of client assets. All holdings with institutional qualified custodians.
CRD #294098
Registered with the U.S. Securities and Exchange Commission. Form ADV and Form CRS available on request.
Institutional custody architecture
How we work
We talk through your current portfolio, your liquidity event timing, and where digital assets might fit. No pressure, no pitch deck.
We send a 2-3 page memo with a recommended allocation framework, custody architecture, and tax treatment specific to your situation.
We onboard you with our institutional custodians, execute the allocation, and provide quarterly portfolio reviews. Fiduciary, transparent, fee-only.
“Most wealth managers treat crypto as either taboo or a casino chip. We treat it as a serious portfolio asset, with the rigor and fiduciary oversight that traditional capital deserves.”
Bryan Courchesne
Founder & CEO, DAiM
A 15-minute call, fully confidential. We will walk through your situation and tell you honestly whether DAiM is the right fit.