DAiM

SEC-Registered Investment Adviser
 CRD #294098

Your cold storage protects your keys. Who protects the plan?

DAiM is an SEC-registered fiduciary that manages Bitcoin and crypto in-kind, with institutional cold storage options. Your assets stay your assets.

Prequalify for a conversation ↓
Recovery sheet 24 words
25 who acts if you cannot
No recovery sheet has a word 25. That part of the plan lives outside the device.
The gaps

What the device does not hold.

Inheritance

If something happens to you, can your family access and manage the assets correctly?

Taxes

Large holdings raise real questions of tax efficiency and reporting.

Single point of failure

One person, one seed phrase, one mistake.

A hardware wallet on a desk, among the reading glasses, the watch, the signet ring and the signed papers of a lifetime
The desk The device sits among the things that outlive their owner. It is the only one that arrives with no instructions attached.
The structure

How DAiM addresses it.

Fiduciary duty
SEC-registered investment adviser, CRD #294098. A fiduciary standard applies to the advice you receive, and it is documented.
In-kind management
No forced selling. Assets are held as crypto and managed as crypto, so the position you built stays the position you hold.
Regulated custody
Regulated third-party custodians, with institutional cold storage options, in place of a single device and a single holder.
How it works

Three steps, in order.

Prequalify

A 2-minute form. Five questions, no documents.

Conversation

A review of fit and of your situation, with no obligation on either side.

A structured plan

Custody, succession and reporting, under fiduciary oversight.

Step one

Prequalify for a conversation.

Five questions, about two minutes. A DAiM adviser reviews every request personally.

Please enter your first name.

Please enter a valid email address.

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No obligation. Your information is only used to prepare the conversation.

Request received

Thank you.

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