Asset Managed Account
While buying-and-holding is the traditional strategy, your needs may be better met by our managed account. This strategy is designed to provide the same core goal of wealth preservation but can offer intermittent cash flow and liquidity events at the expense of direct control.
The Asset Managed Account is an invitation only program with a minimum of $250,000.
Asset Managed Account clients have 24/7 secure online access to their online account to view transaction details. As we sell coins, many clients take advantage of the 1031 like-kind exchange to defer their profits for the transactions.
RCW benefits by bringing clients into the Asset Managed Account as it allows us to take advantage of more purchasing opportunities on the market and expand the size of our inventory. This also enables us to build relationships and perform for our clients, leading to more business and referrals.
For many clients, this is their first experience in this asset class. The Asset Managed Account provides a way to test the market and build a relationship with RCW before transitioning into our Wealth Preservation Account.