How It Works
A disciplined, step-by-step process designed to remove friction and ensure security in every transaction.
Consultation & Objectives
We begin by understanding your goals. Are you looking for wealth preservation, a hedge against inflation, or portfolio diversification? We also discuss your liquidity needs and time horizon.
Counterparty & Custody Alignment
Based on your objectives, we identify the most suitable liquidity providers and custody locations. We ensure all partners meet our strict standards for security and transparency.
Quote Request & Execution
We coordinate the request for a binding quote. Once you approve the price and terms, the trade is locked in. We oversee the trade confirmation process to ensure accuracy.
Settlement & Confirmations
We guide you through the settlement process, ensuring funds are transferred correctly and the metal is paid for. We verify all settlement receipts and invoices.
Custody Placement
We verify that the metal has been delivered to your chosen vault account. We ensure you receive proper title documentation, such as warehouse receipts or holding statements.
Ongoing Support
We remain your point of contact for any future needs, including audits, valuations, or when the time comes to liquidate part or all of your holdings.