DAG Wealth is your gateway to digital investments. Tailored strategies for HNWIs, family offices and RIAs
United States
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DAG Wealth clients has announced the Canary Macro Income Fund, managed by Canary Asset Management, for qualified clients.
Below: how this private fund from Canary Asset Management works, its key terms and its risks
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Key terms:
• $500,000 minimum commitment
• Qualified Clients only
• 1-year lockup, then quarterly withdrawals with 90 days' notice
• 2% management fee and a 20% performance fee above a high-water mark
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Join Joe Slattery in this webinar on Friday on Behavioral Finance 101
Register here: luma.com/cnxdc8q4
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Investing isn’t just about markets, data, and returns—it’s also about how we respond to uncertainty. In this webinar, we’ll explore the behavioral biases that can influence investment decisions, particularly during periods of volatility and significant portfolio changes.
We’ll discuss concepts such as loss aversion, recency bias, FOMO, confirmation bias, anchoring, and overconfidence, and examine how investors can recognize these tendencies in their own decision-making.
We’ll also explore the difference between conviction and certainty, the role of a disciplined investment framework, and how financial priorities may need to be reassessed as portfolio values and personal circumstances change.
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The account minimum to onboard at DAG Wealth has been lowered to to $250,000 in qualifying assets or 50,000 XRP.
It's one minimum for everything our team manages, traditional assets and crypto alike.
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A lower minimum doesn't make investment advice right for everyone, but our team is happy to talk through whether it fits your situation.
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This communication is provided by DAG Wealth and is for informational and marketing purposes only. Educational content referencing digital assets is not intended as a recommendation or solicitation to engage in any transaction.
Investment advisory services are provided by DAG Wealth, an SEC Registered Investment Adviser and affiliate of DAG Holdings Co. Administrative and support services are provided by DAG Private Client. Insurance products and services are offered through DAG Insurance or its affiliates.
Clients should review DAG Wealth’s current Form ADV for important disclosures regarding fees, risks, conflicts of interest, and other material information. Clients and prospective clients should consult with qualified legal, tax, and financial professionals before making any investment decisions.
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"We’re excited to bring this innovative strategy to our clients," said Louis Hsu, Chief Investment Officer at DAG Wealth." This is a genuinely institutional setup, and it only works because of the partners involved. Anchorage's custody infrastructure and Parataxis' track record trading large-cap, liquid tokens are what made this tri-party structure possible to put long-term XRP assets to work without asking clients to give up custody."
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The Parataxis Systematic Trading Strategy is available to eligible DAG Wealth clients following a suitability review with their advisor. Whether the strategy is appropriate for any particular client is a suitability question answered by the client and their DAG Wealth advisor together, based on investment objectives, financial circumstances and risk tolerance. A DAG Wealth advisor can walk through the methodology and the risk profile in detail.
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Disclosures
This communication is provided by DAG Wealth and is for informational and marketing purposes only. Investment advisory services are provided by DAG Wealth, an SEC Registered Investment Adviser and affiliate of DAG Holdings Co. Clients should review DAG Wealth’s current Form ADV for important disclosures regarding fees, risks, conflicts of interest, and other material information. Clients and prospective clients should consult with qualified legal, tax, and financial professionals before making any investment decisions.
DAG Wealth and its affiliates offer strategies and services involving digital assets. Investing in digital assets and strategies involving digital assets involves substantial risk, including but not limited to: extreme price volatility and the potential for significant or total loss of principal; cybersecurity, hacking, theft, and custody risks (including risks related to qualified custodians and private key management); regulatory, legal, and tax uncertainty; illiquidity; and the possibility that such investments may not be suitable for all investors. Digital asset markets have historically experienced drawdowns. Past performance is not indicative of future results. All investments involve risk of loss.
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DAG Wealth, in partnership with Parataxis Capital Management, has launched the Parataxis Systematic Trading Strategy, giving XRP holders a way to potentially earn returns on XRP that is held in a separately managed account with Anchorage Digital. For this strategy, the XRP remains in the client's name at the qualified custodian and serves as collateral while a third-party manager trades on the client’s behalf with profits or losses settling to the client’s account.
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DAG Wealth retweeted
Reviewing the life insurance and annuities you already have is often overlooked
dag.com/resources/insurance-…
Get the guide to reading what you own before you change anything: what's guaranteed against what was only illustrated, the lapse year, the conversion deadline and the loan balance. A lot of people holding crypto haven't read theirs since the day they bought it.
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How your crypto is held is part of managing your portfolio. Custody arrangements differ a lot in what they protect against and in what they let you do with the assets, and those two often pull against each other.
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DAG Wealth is an SEC-registered investment adviser. We can walk you through how a given custody arrangement works, who holds the keys and who can move the assets, as part of a broader advisory relationship
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If you want to go through the specifics of how your crypto is held, including what the arrangement doesn't cover, let us know DAG.com . Educational content, not investment advice. No custody arrangement removes the risk of loss. Digital assets are highly volatile and you could lose your entire investment. They aren't FDIC insured or SIPC protected, and Lending or staking assets adds counterparty and smart-contract risk that custody does not address.
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We can’t predict the crypto markets, but we can control our barriers to entry. We have temporarily cut our account minimum in half to 25,000 XRP, giving you a direct line to a dedicated wealth advisory team
Sign your advisory agreement on or before September 4, 2026, and fund the account within 30 days. Standard advisory fees apply
Made with AI
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Book a 15-minute consultation directly with our advisory team here: calendly.com/d/dz5k-8km-f68/…
Review the full terms and conditions of this promotion here: storage.googleapis.com/dwp-o…
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DAG Wealth is an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training. Digital assets involve significant risk, including volatility, liquidity risk, regulatory uncertainty, and the potential loss of principal. This is for informational and marketing purposes only and is not investment advice or a recommendation to buy or sell any security or digital asset
Advisory services are offered only pursuant to a written investment advisory agreement. Eligibility is subject to onboarding procedures, suitability review, and acceptance of the account. The promotion may be modified or terminated at any time. Additional terms and conditions apply. Form ADV is available at adviserinfo.sec.gov (search CRD #328627)
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