For RIAs & Wealth Managers

Your Clients Are Buying Gold.
Just Not Through You.

Learn how forward-thinking RIAs are retaining AUM, capturing physical metals allocations, and deepening client relationships — without changing their core advisory model.

Built for RIAs 100% Allocated Storage COMEX/CME Depositories
Free 15-Min RIA Briefing

What You'll Cover in 15 Minutes

  • Why RIAs are quietly losing 5–20% AUM to metals demand
  • How to offer physical metals without disrupting your model
  • How reporting & integration works
  • Live Q&A tailored to your firm's situation
Choose Your Time →

No sales pressure. Just market insight.

$3B+ Monthly retail metals flow
5–20% AUM silently lost by advisors
100% Allocated & audited storage
15 min All you need to see how it works
The Briefing

15 Minutes.
Everything You Need to Know.

This isn't a sales call. It's a focused, professional briefing designed for advisors who are already seeing client demand for physical metals — and want to know exactly how to respond.

  • ✓ Why physical metals demand is accelerating among your client base
  • ✓ How RIAs are retaining AUM they were previously losing
  • ✓ How Vault Accounts® integrate with your current platform
  • ✓ Reporting, compliance, and custody — answered clearly
  • ✓ Live Q&A for your firm's specific situation

Book Your Briefing

Choose a time that works for you. No obligation, no pressure — just clarity on how this works for RIAs.

Available Today Open
Tomorrow AM Open
Select Any Time Flexible
Choose Your Time →

15 minutes. No sales pressure. Just insight.

Proof

What Happens When RIAs Add This

Real outcomes from advisory firms who made the shift. No long paragraphs — just results.

Trust Company — Southeast US

AUM Retained & New Revenue Stream Created

  • Retained millions in client assets previously going to outside dealers
  • Prevented outflows to competitors offering physical metals directly
  • Launched new revenue stream without adding operational complexity
  • Full integration with existing reporting platform in under 2 weeks
Pennsylvania RIA — $1.2B AUM

Physical Metals Added Without Disrupting Model

  • Started with $1M in physical allocations — fully integrated and reconciled
  • Clients responded positively to advisor-led metals conversation
  • No compliance issues — full audit trail and segregated custody
  • Now a standard offering in their wealth planning process
See If This Works for Your Firm →

Ready to Stop Losing AUM to Physical Metals?

Join the RIAs who chose to get educated — not surprised. Book a 15-minute briefing and walk away with clarity on how physical metals fit your practice.

Book My 15-Min Briefing →

No obligation. No sales pitch. Just 15 minutes of market insight built for advisors.