Precious Metals

Build a Resilient Portfolio with Gold, Silver, and Secure Vaulting Strategies

The Distinct Advantages of Gold and Silver as an Investment

  • Gold and silver, as well as other precious metals, are typically long-term investments. Previous metals are uncorrelated to the stock market, meaning it can go up when the markets are down

  • A safe haven In an unstable economy, precious metals can prove to be a valuable asset  

  • It is a way to diversify and potentially grow income

  • An effective hedge against inflation

Multiple gold bars stacked in rows.

Why Invest in Precious Metals?

Precious metals like gold, silver, and platinum have served as a hedge against inflation, currency volatility, and market uncertainty for generations. These hard assets offer both portfolio stability and a physical store of value.

Benefits may include:

Ownership of tangible, globally recognized assets

Historically low correlation to equities and bonds

Long-term store of value in inflationary environments

Liquidity through vaulted, certified holdings

Diversification outside of real estate or securities

  • Gold: Long-term capital preservation, monetary hedge

  • Silver: Industrial demand + precious classification

  • Platinum & Palladium: Supply-constrained, industrial metal with speculative upside

  • Vaulted Bullion: Professionally stored and insured assets

  • Coin Programs: IRA-eligible and collectible-grade options

Metal Types & Characteristics

Want to Explore Precious Metals as an Investment Option?

All offerings are subject to availability. Please read the full Private Placement Memorandum for a complete discussion of the business plan and risk factors of each offering prior to investing. We are unable to provide tax or legal advice. Please speak with your CPA, attorney or financial professional for advice and guidance regarding your specific situation before investing.

Some investments such as Alternative investments and DSTs involve significant risks and may be illiquid, speculative, and suitable only for accredited investors.*

*Accredited investors are defined under SEC Rule 506 of Regulation D. Generally, an investor is deemed accredited if their net worth is greater than $1,000,000 exclusive of their primary residence and/or their annual income exceeds $200,000 for the current and past two years.

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All investments, including gold, carry risk. Potential risks include market volatility, economic factors, and geopolitical events. Transaction costs, taxes, and fees can also impact overall returns. Past performance is not indicative of future results. Before investing, conduct thorough research and consult with a financial advisor to ensure the investment aligns with your goals and risk tolerance.

This material is provided for educational purposes only and does not constitute investment advice or a recommendation. 1031 exchanges have complex tax implications. Investors should consult a qualified tax professional to evaluate how this strategy applies to their specific situation.