Services
Four disciplines, one continuous engagement.
Clients typically start with allocation strategy and stay for the reporting and governance work that keeps a reserve program defensible year after year. Each service below can also stand alone.
Reserve Allocation Strategy
We assess treasury composition, currency exposure, and risk tolerance to design a target allocation across gold, silver, and platinum — sized to your balance sheet, not a generic model portfolio.
What's included
- Treasury risk and currency-exposure assessment
- Allocation modeling across metals and weightings
- Policy documentation prepared for board or investment-committee approval
Custody & Vaulting Advisory
We evaluate and help select independent custodians and vaulting arrangements, including allocated versus unallocated and segregated storage structures.
What's included
- Custodian due diligence and shortlist
- Allocated / segregated storage structuring
- Insurance and audit-access coordination
Treasury Integration & Reporting
We help fold physical reserve holdings into your existing treasury and accounting workflows, with recurring valuation reporting your finance team can rely on.
What's included
- Accounting and audit coordination
- Recurring mark-to-market reporting
- Rebalancing recommendations against policy
Governance & Risk Advisory
We build board-ready governance frameworks and risk policy for holding and monitoring physical reserves over the life of the program.
What's included
- Governance framework design
- Board and audit-committee education sessions
- Ongoing policy review and updates
How Engagements Run
Assess, structure, implement.
Assess
We review treasury structure, currency exposure, and risk tolerance before recommending anything.
Structure
We design the allocation and custody structure and prepare it for board or committee approval.
Implement & Monitor
We support execution and provide ongoing reporting so the program stays aligned with policy.
Not sure which service fits?
Most engagements start with a scoping conversation, not a signed proposal.