Bryan Courchesne

The first Registered Investment Advisor dedicated to crypto

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
DAIM Bryan Courchesne
Newport Beach, CA

Serving Clients Nationwide

The first Registered Investment Advisor dedicated to crypto

Areas of Focus

  • Cryptocurrency
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Bryan Courchesne, the founder of DAIM.io, a crypto wealth manager and Bitcoin 401k provider.

After 7 years in New York City working in equity derivatives and on the floor of the New York Stock Exchange, my wife and I moved to Newport Beach, California, where I founded DAIM (Digital Asset Investment Management) in January 2018.

In 2022, I was nominated for the OCBJ Innovator Of The Year Award.

Primary Location

120 Newport Center Drive Newport Beach, CA 92660

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a consultation. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Digital Asset Investment Management (DAIM) is a successful asset manager of cryptocurrencies.

We are uniquely positioned to work with companies and individuals to provide the needed expertise, research, and strategies optimize returns for clients.

Our team and partners are veterans in both traditional and digital investments - innovative, modern investing to achieve your goals.

FULL SERVICE ASSET MANAGEMENT COMPANY

✅ Talk to Real Humans: When Clients Call DAIM they are answered by experienced advisors who can answer any of their digital asset investment questions.

✅ Wondering How To Buy Bitcoin? We handle the entire process from funding to asset management. You get regular reporting and 24/7 access.

✅ Licensed & Secure: We are a licensed RIA (CRD# 294098) and partner with regulated trusts and full reserve custodians.

✅ IRAs: We can put Bitcoin and other digital assets into all types of IRAs: Roth, Traditional, SEP, SIMPLE, and Solo 401k. However you're saving for retirement, we got you covered!

✅ Save On Taxes: Our experienced team is familiar with strategies from tax loss harvesting to backdoor Roth Conversions.

✅ Managed Account: Most crypto platforms leave you to invest alone, not us. As a fiduciary we offer a managed strategy to all clients.

Education

Bachelor of Science, University of Florida, Gainesville, FL. 2003 Certificate in Financial Management, Florida Atlantic University

Who We Serve

  • Crypto Investors

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.