Gold Advisory Services

The gold market is notoriously opaque and private, which is not surprising for an asset that is often purchased for insurance purposes. While this privacy is comforting on one level, it presents a problem for the sophisticated investor alert to the subtle word games that marketers and lawyers can play. There are no public sources of information that can be referenced to help assess the risks involved in the transaction you are contemplating.

Engaging a law firm is essential, but gold is a niche industry and it is rare to find advisors with precious metals experience. Good research can achieve a lot, but then they are learning on your dime; without an understanding of the practical mechanics of the market, you don’t know what you don’t know.

For example, “allocated” has been used very loosely by bullion dealers in recent times. While your gold may be off-balance sheet, the combination of a bankruptcy, smart lawyers on the creditors’ side, and an apparently trivial detail in operational segregation by the bullion dealer and your allocated metal could be dragged into the bankruptcy estate to satisfy the creditors. Often one simple question of the dealer can reveal the risk.

Monetary Metals® can fill the knowledge gap with impartial advice. We have decades of experience to draw on in these areas. We work on a fee-for-service basis and do not accept referral commissions, being equally willing to make an introduction or pass on details for you to contact independently.

Whether you are looking for us to work with your trusted advisors to identify legal risks, or provide tailored advice on how to structure your precious metal investments, you can rely on us for trustworthy guidance.

Get in touch with one of our Relationship Managers to discuss your situation and how we might be able to help or fill in our inquiry form on the right for someone to reach out to you.

Gold Investment Research

You may be interested in our gold market and investment research page. Here’s a few samples of the research reports and white papers we’ve written:

The Case for Gold Yield in Investment Portfolios

The Case for Gold Yield in Investment Portfolios

Adding gold to a diversified portfolio of assets reduces volatility and increases returns. But how much and what about the ongoing costs? What changes when gold pays a yield? This paper answers those questions using data going back to 1972.

The New Way to Hold Gold

The New Way to Hold Gold

In this paper we look at how conventional gold holdings stack up to Monetary Metals Investments, which offer a Yield on Gold, Paid in Gold®. We compare retail coins, vault storage, the popular ETF – GLD, and mining stocks against Monetary Metals’ True Gold Leases.