DAG Wealth
Separately Managed Account strategies for digital and traditional assets
SMAs give qualified clients direct ownership of a strategy instead of pooled fund exposure. Accounts titled to the client, entity, trust, or retirement account, managed under a defined policy, with position-level reporting and advisor oversight.
Section 01
What an SMA actually gives you
A Separately Managed Account is a portfolio of securities (or digital assets) managed under a written policy, titled in your name, or in your entity, trust, or retirement account. You own the positions directly. The advisor holds investment authority; you hold ownership.
Right fit if
- You want tax-loss harvesting at the individual lot level
- You have a concentrated position you can't or won't sell outright
- You need restrictions a fund can't accommodate
- You want position-level transparency for CPA / family office coordination
- Your account is large enough that fund-level fees stop being efficient
Section 03
Available strategies
Bitcoin Core Plus
Actively managed BTC-denominated SMA for accredited investors. $500K minimum, institutional custody, monthly redemptions after a 90-day lockup. Run by DAG Wealth with Two Prime.
Learn moreDigital Asset Multi-Strategy
Diversified SMA across major liquid digital assets. Allocation policy, periodic rebalancing, and tax-aware lot management.
Equity SMA
Direct-indexed equity portfolios with customizable screens (sector tilts, concentration limits, ESG restrictions) and ongoing tax-loss harvesting.
Learn moreFixed Income SMA
Laddered municipal and taxable bond portfolios sized to a client's tax bracket, state of residence, and cash flow needs.
Learn moreConcentrated stock management
Single-stock collars, exchange funds, and rules-based diversification programs for clients with embedded gains in one position.
Learn moreCustom mandate
For clients whose situation doesn't fit a model: bespoke investment policy, written guidelines, and dedicated advisor oversight.
Section 04 · Bitcoin SMA
Core Plus: an actively managed Bitcoin SMA
BTC-denominated objective. The goal is to grow your Bitcoin position over time, not your dollar position. Performance is measured in BTC. Returns are reinvested in BTC.
Actively managed. Not buy-and-hold. The strategy uses derivatives and trading techniques run by Two Prime to add BTC to the account over a market cycle.
Long-only, no leverage on principal. Capital is not levered. Derivative positions used in the strategy are sized within disclosed risk parameters in the offering materials.
Institutional custody. Assets sit at an independent qualified custodian in a segregated account titled to the client. The manager has trading authority only, never withdrawal authority.
Strategy terms
- Minimum
- $500,000
- Eligibility
- Accredited investors
- Denomination
- Bitcoin (BTC)
- Custody
- Independent qualified custodian, segregated
- Manager
- DAG Wealth with Two Prime
- Lockup
- 90 days initial
- Liquidity
- Monthly redemptions thereafter
- Reporting
- Monthly statements, annual 1099
Section 05 · Traditional SMAs
Traditional SMA mandates
Equity, fixed income, and multi-asset SMAs from established institutional managers, with lot-level tax management and customization that pooled vehicles can't deliver.
Direct-indexed equity
Replicate a chosen benchmark (S&P 500, R1000, MSCI EAFE) with hundreds of individual positions. Harvest losses on individual names without breaking the overall exposure.
Concentrated equity transition
For clients holding one or two large positions: a multi-year plan to diversify without creating an unnecessary tax event in a single year.
Tax-aware municipal ladder
State-specific muni portfolios sized to your tax bracket. Built for after-tax yield, not gross yield.
Taxable fixed income
Investment-grade corporate, government, and structured credit ladders for accounts where municipals don't make sense.
Multi-asset SMA
Equity, fixed income, and alternatives coordinated in a single account with one written investment policy.
Sustainable / values-based
Restrictions for sector exclusions, faith-based screens, or specific corporate-governance criteria, applied at the position level instead of through a separate fund.
Questions
Frequently asked
DAG Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. DAG Wealth acts as a fiduciary with respect to its advisory clients.
SMAs are subject to suitability review. Strategy availability, minimums, fees, lockups, and conflicts of interest are disclosed in writing in Form ADV Part 2A and the relevant strategy documents prior to engagement. Investing involves risk, including the possible loss of principal. Tax treatment depends on individual circumstances; consult a qualified tax professional.
Compliance
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. 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 qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are available through DAG Wealth. Digital Wealth Partners LLC (CRD No. 328627) is an SEC Registered Investment Advisor. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration with the SEC does not imply a particular level of skill or training.
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. The information on this page is for general educational purposes and is not legal or tax advice.