DAG Wealth
Agency trading for size that doesn't belong on an exchange
Agency execution that sources pricing across multiple liquidity providers and venues, with assets settling directly into independent qualified custody. Disclosed pricing, reduced conflicts of interest, and coordinated trade support designed for investors seeking an alternative to self-directed exchange trading.
What goes wrong with size on-exchange
Use the desk for
- Single-trade size meaningful enough that slippage would cost real money
- Building or unwinding a position over a period without telegraphing intent
- Funding a new SMA, IRA, or entity-titled account from a large transfer
- Liquidating a concentrated position for a tax event or distribution
Benefits of agency trading
Reduced conflicts of interest
The trading platform acts as an agent, not the counterparty to the trade.
Better execution
Orders are routed across multiple exchanges and liquidity providers to seek the best available price.
Deeper liquidity
Access to multiple market makers and venues rather than a single order book.
Lower counterparty risk
Assets can remain within independent qualified custody instead of sitting on an exchange.
Institutional-grade controls
Enhanced oversight, reporting, and compliance processes.
How execution works
01
Trade Request
You provide the asset, transaction size, and desired action. Our team coordinates the execution request through our institutional trading and custody infrastructure.
02
Execution Review
Execution details, pricing, and transaction information are reviewed prior to trade placement. Trades are executed through agency-based trading arrangements designed to access institutional liquidity across multiple providers.
03
Settlement Within Qualified Custody
Assets remain within the independent qualified custody framework throughout the transaction process. Purchases and sales settle directly to your custody account.
04
Reporting & Recordkeeping
Trade confirmations, account records, and transaction history are maintained through the custody platform and reflected in your account reporting.
Questions
Frequently asked questions
Question 01 of 06
What size makes agency execution the right call?
It depends on the asset and current market depth. For major digital assets, six-figure trades and up often clear better off-exchange than on. The desk will be direct with you when an order would clear fine on-screen.