Investment Approach

Customized Strategy

Whether your objective is wealth preservation, generational wealth transfer, tax benefits, or some other financial need, our team will work directly with you to develop a comprehensive strategy that is best suited to meet your goals. We accomplish this by developing relationships with our client to understand their needs and to educate them about this market and the options that are available to them. Through this personal exchange, we are able to customize a strategy that is unique to them.
Whether your objective is wealth preservation, generational wealth transfer, tax benefits, or some other financial need, our team will work directly with you to develop a comprehensive strategy that is best suited to meet your goals. We accomplish this by developing relationships with our client to understand their needs and to educate them about this market and the options that are available to them. Through this personal exchange, we are able to customize a strategy that is unique to them.

Our Programs

Exclusive Portfolio Recommendation

Buying irreplaceable pieces of history at a good value is a time tested strategy for wealth preservation. This strategy is designed specifically for long-term wealth preservation for those who have holding power. There is also no limit to the upside potential that can be achieved when you own something special that a buyer wants but cannot buy unless you are willing to sell. Ultimately, capital appreciation can be achieved in addition to wealth preservation.
Our core approach to the rare coin market is a strategy of owning extremely special items and making them unavailable until the willing buyer is presented.
The advantage of working with RCW is that we are deeply connected throughout the coin market. RCW is positioned as a supplier in this market and currently controls the largest active inventory in the world. As such, we can provide these elusive rarities to you at significant value which puts you in better positions from the beginning.
There is also a huge benefit to RCW to do business with you. Since we are dealing with extremely elusive rarities, by providing good value and maintaining a strong relationship with our clients, we retain the location of these irreplaceable artifacts and are in a position to broker future deals on the client’s behalf.

Exclusive Portfolio Recommendation

Buying irreplaceable pieces of history at a good value is a time tested strategy for wealth preservation. This strategy is designed specifically for long-term wealth preservation for those who have holding power. There is also no limit to the upside potential that can be achieved when you own something special that a buyer wants but cannot buy unless you are willing to sell. Ultimately, capital appreciation can be achieved in addition to wealth preservation.
Our core approach to the rare coin market is a strategy of owning extremely special items and making them unavailable until the willing buyer is presented.
The advantage of working with RCW is that we are deeply connected throughout the coin market. RCW is positioned as a supplier in this market and currently controls the largest active inventory in the world. As such, we can provide these elusive rarities to you at significant value which puts you in better positions from the beginning.
There is also a huge benefit to RCW to do business with you. Since we are dealing with extremely elusive rarities, by providing good value and maintaining a strong relationship with our clients, we retain the location of these irreplaceable artifacts and are in a position to broker future deals on the client’s behalf.

The Process

1. We will customize a portfolio of exclusive, high-end coins based on your goals and the amount of capital you decide to allocate to this market.
2. We will present the portfolio of coins to you along with all relevant information about the coins to explain why the coins were chosen and the value justified.
3. The support information will include 3rd party price guides, population reports, auction prices realized, and any other applicable information that exists.
4. If you accept the proposal, you will pay for the coins and we can ship them to you via FedEx overnight under our insurance policy or store and insure them in our vault as a service to you.
1. We will customize a portfolio of exclusive, high-end coins based on your goals and the amount of capital you decide to allocate to this market.
2. We will present the portfolio of coins to you along with all relevant information about the coins to explain why the coins were chosen and the value justified.
3. The support information will include 3rd party price guides, population reports, auction prices realized, and any other applicable information that exists.
4. If you accept the proposal, you will pay for the coins and we can ship them to you via FedEx overnight under our insurance policy or store and insure them in our vault as a service to you.

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.

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.

The Process

1. When client funds the account, RCW will sell a portfolio of coins to a client.
2. The client then consigns the coins to RCW and the coins are insured through our Chubb policy.
3. RCW will use our position in the rare coin industry to actively market and attempt to sell your coins through our many distribution channels.
4. When RCW sells your coins, you receive the entire principal and 70% of the profit, and RCW receives 30% of the profit.
5. At this point you have cash on account and decide if you would like to reinvest the funds or take a distribution.
1. When client funds the account, RCW will sell a portfolio of coins to a client.
2. The client then consigns the coins to RCW and the coins are insured through our Chubb policy.
3. RCW will use our position in the rare coin industry to actively market and attempt to sell your coins through our many distribution channels.
4. When RCW sells your coins, you receive the entire principal and 70% of the profit, and RCW receives 30% of the profit.
5. At this point you have cash on account and decide if you would like to reinvest the funds or take a distribution.