Where to Start
Pick the question that brought you here.
Four short paths into the firm. Choose the one that matches where you are right now.
Phase 1
Start with the macro context
Frame the conditions that put physical metals on your radar.
Problem Awareness
Phase 2
Learn the mechanics
Understand the asset, the regulations, and the storage logistics.
Educational Validation
Phase 3
Verify the firm
Compliance posture, written guarantees, and the dealer-not-advisor distinction.
Institutional Verification
Phase 4
Begin an engagement
Direct ownership, IRA rollover, or a consultative call.
Transactional Execution