Buying Gold for Wealth Management Professionals
Strategic Gold’s Bullion Services for Wealth Managers offers a versatile platform that wealth managers, financial planners, and brokerage firms worldwide can easily use. This platform allows RIAs, managers, and brokers to act on behalf of their clients or offer a white-labelled version directly to them.
Firms can oversee every step of the trading process, including client account creation, funding, order placement, trade execution, and vault storage or delivery management. With complete control over these processes, your firm can ensure seamless and efficient operations.
Streamlined Reconciliation and Reporting
In today’s complex economic environment, efficient reconciliation processing is essential. That’s why Strategic Gold’s Private Client Bullion Services automates this process, reducing errors and improving efficiency. This scalable solution adapts to your firm’s unique needs, offering a fully integrated and consolidated view of your positions, transactions, and cash flow.
Additionally, our offering competes with ETFs, Closed-End Funds, and bullion bank services. However, we eliminate many layers of risk associated with those structures. Clients own their metals directly, avoiding leasing or hypothecation, which provides complete ownership and security.
Best Execution and Deep Liquidity
Strategic Gold serves as your precious metals agent. Using our global network of dealers, refiners, and bullion banks, we secure the best prices for buying and selling metals. As a result, you can benefit from best execution and deep liquidity, regardless of market conditions. Unlike relying on a single dealer, our platform enables you to execute transactions during regular business hours without delay.
Integrating Precious Metals into Client Portfolios
By integrating Strategic Gold’s capabilities with your expertise, you can offer a proprietary precious metals investment solution. Advisors can easily construct, allocate, and manage client portfolios, ensuring that gold allocations are controlled by your firm. Therefore, you no longer need to rely on competitors’ products or a counterparty’s competence for gold investments.
We are committed to providing the highest level of personalized service to each wealth management client. This commitment helps you offer a unique solution in the market and strengthens client relationships.
KEY BENEFITS:
- Strategic Gold’s Private Client Bullion Services enables investment professionals to electronically trade physical gold and silver.
- All trades are made on an agency basis. This provides clients direct access to the Primary Bullion Market, the largest network of institutional dealers and refiners. This execution model offers transparency, best execution, and access to a broad pool of liquidity.
- Data integrates seamlessly into existing order management systems or reporting software, ensuring the efficient management of precious metals within broader portfolios.
- Both clients and advisors can track positions with the same ease as they would track stocks or bonds.
Expanding Your Offering with Minimal Costs
Strategic Gold’s Private Client Bullion Services empowers wealth management professionals to compete by offering clients a unique solution for owning physical precious metals. It also delivers a robust level of service that differentiates your firm in a competitive market.
This simple yet powerful asset management solution will:
- Expand your offering with minimal costs
- Provide a focused strategy for investing in precious metals
- Meet increasing client demand
- Attract new clients
- Increase assets under management (AUM)
A Turn-Key Solution for Wealth Management Professionals
Our professional expertise, international representation, and independent ownership offer a turn-key solution for wealth managers. You can access the physical precious metals market with ease. Meanwhile, we tailor solutions to fit your firm’s specific circumstances, always maintaining high standards of service and confidentiality.
