DAG Wealth

Louis Hsu

CIO

Louis Hsu is Chief Investment Officer at DAG Wealth. A graduate of Washington University in St. Louis, he holds the CFA®, CFP®, CAIA, and FRM designations along with the FINRA Series 7 and 63. He began his career in 2008, during the Global Financial Crisis, researching hedge funds and helping institutional clients allocate to managers with strong track records and risk practices. He has since held portfolio management roles at Grayscale (SVP, Portfolio Management & Trading), Silicon Valley Bank, Franklin Templeton, and BlackRock, working across alpha-driven and beta-driven strategies including crypto. Over time he has gravitated toward client-centric rather than strategy-centric investing, and is focused on bringing institutional best practices in traditional finance to crypto-native clients while helping them separate signal from noise. His quantitative, engineering-minded approach is paired with a genuine interest in learning from and empathizing with people, an ethic shaped by entrepreneurial grandparents and parents. Outside of work he spends time with his two kids, works out and plays sports, and follows trends in AI and science fiction. He reminds clients that there are rarely sure things in investing and that he brings both institutional rigor and an open mind to meet each client where they are. He lives in Old Greenwich, Connecticut.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to independent qualified tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.