Investment Packages

Precious Metals For Preservation & Profit

Pre-Defined and Fully Custom Portfolio Packages

In order to assist our clients looking to invest a fixed dollar amount in precious metals, our team of expert brokers and wealth managers have created a number of concierge packages.

Packages start at only $25,000, with each focussed on a specific set of needs and a risk / reward balance.

For a choice of investment packages below $25,000 please select one of our retail sites:

Rest Of World

 

The following investment portfolios can be purchased as-is or will form an excellent starting point in the creation of a more customized portfolio.

legacy portfolio

Legacy Portfolio $25,000

This portfolio is designed with precious metals that have an opportunity for immediate profit potential. This portfolio is also the beginning of your journey into the world of precious metals. A varied collection of all types of precious metals will ensure your portfolio is primed for a robust return. Concierge Bullion’s specialists will discuss with you the exact make up of this portfolio.

kingship portfolio

Kingship Portfolio $50,000

This portfolio is designed to diversify a percentage of your portfolio holdings into precious metals. Our specialists will custom design a package that will protect you from inflation. Adding this asset class to your portfolio will also offer stability and growth where your other investments currently do not.

dynasty portfolio

Dynasty Portfolio $100,000

This portfolio is designed to support an individual’s retirement plan. This package custom designed by our specialists will offer the best return, stability against inflation, and protection against economic uncertainty. This package will also be diversified into precious metals with minimal risk and on the desired timeline to access your funds.

coronation portfolio

Coronation Portfolio $250,000

This portfolio is designed for institutional investors or high net worth individuals looking to take advanced positions with precious metals and guarantee long-term wealth building. This package will be specifically tailored to meet the financial needs of each investor to help you achieve your precious metal financial goals

empire portfolio

Empire Portfolio $500,000+

The Empire Portfolio was created as an advanced investment vehicle for very and ultra high net worth individuals. Taking elements of the Coronation and Dynasty packages, the Empire portfolio is specifically tailored to your wider investment goals, taking into account tax-efficiency, liquidity and investment locations for global clients.

Call us on 1 888 981 7130 to discuss your investment needs
-or-

Request Our Complimentary Investment Guides