DAG Wealth
One portfolio. All your assets. Coordinated.
DAG Wealth treats brokerage accounts, retirement assets, private holdings, and digital assets as parts of one balance sheet. One client team coordinates allocation, rebalancing, liquidity, tax-aware decisions, and reporting across all of them.
When each piece is managed separately, important things get missed
Most investors end up with a brokerage account here, crypto on an exchange there, retirement assets in another system, and private holdings tracked in spreadsheets. Each piece may make sense on its own.
Our approach is an integrated advisory relationship where one team reviews your complete financial picture to help you organize and harmonize your distinct investment accounts.
What drifts without coordination
- A tax decision in one account creates a problem in another.
- Advisors give conflicting recommendations because they can't see the full picture.
- Estate documents overlook how crypto is stored or how a private equity LP interest transfers.
- Risk concentration only shows up clearly when the full picture sits on one page.
- Rebalancing happens at the account level. The portfolio as a whole never gets rebalanced.
- Cash gets pulled from whichever account is easiest to touch, regardless of where it should come from.
What gets coordinated
Coordination calls for one team carrying responsibility for the whole picture.
Allocation across the full balance sheet
Different types of accounts carry distinct risk profiles. Policy targets cover the full portfolio across every account.
Rebalancing across asset classes
When one side appreciates significantly, the rebalance can happen on the other side first, often deferring a taxable disposition. Whether that approach fits depends on the client's broader tax picture.
Tax exposure as a single picture
Lot-level tax-loss harvesting, asset location across taxable and retirement accounts, and holding period management, handled across the portfolio, not within account silos.
Concentrated positions
Single-stock concentration from equity compensation, founder shares, or a large crypto position gets identified at the portfolio level. Hedging or diversification approaches evaluated where suitable.
Liquidity planning
Cash needs draw from the bucket that makes sense given current valuations, tax considerations, and the broader plan.
Custody-aware reporting
Consolidated reporting pulls from traditional custodians, independent institutional custodians, retirement plan custodians, and private holdings into one view your CPA and estate attorney can use.
One portfolio strategy across digital and traditional wealth
Each service line has a distinct role. Portfolio Management connects them so allocation, risk, taxes, liquidity, and reporting are considered together.
Portfolio Management
One client team for the whole portfolio.
Your accounts can stay with supported independent custodians while allocation, liquidity, concentration, tax, and reporting decisions move through one coordinated advisory view.
Crypto Wealth Management
Fiduciary portfolio management for digital holdings, with access through independent third-party qualified institutional custodians.
Traditional Investment Management
Equities, fixed income, alternatives, and cash.
Retirement Accounts
Tax-advantaged assets coordinated with the broader allocation.
Tax-Aware Investment Overlays
Year-round input on investment decisions with tax implications.
Portfolio Management is what makes those services work together: one investment policy, one client team, one quarterly review covering everything, and one year-end report your CPA can use.
For most DAG Wealth clients, it comes built into the standard advisory relationship.
Reporting designed for the way your wealth actually exists
Consolidated reporting pulls from every custodian into one view: what you owe to whom, where each position sits, the lot-level cost basis on the taxable side, contributions and distributions on the retirement side, where concentration lives, and where the next tax event is likely to surface.
The deliverable is the decisions that follow from clear reporting.
Questions
Frequently asked questions
Question 01 of 06
How is Portfolio Management different from Crypto Wealth Management or Traditional Investment Management?
Each of those runs one side of the portfolio. Portfolio Management is the coordination layer above them. Most DAG Wealth clients have both individual services running and the coordination layer providing the integrated view.
Next step
You don't need a different advisor for every type of asset.
DAG Wealth reviews your brokerage accounts, retirement assets, private holdings, and digital assets to provide a unified financial view. Our advisory team works to help you coordinate long-term allocation, portfolio positioning, and consolidated reporting across your managed financial landscape.