Precious Metals Portfolio Packages
North American Coin Exchange has a unique approach when it comes to assisting clients with their precious metals portfolios. We believe in the adage that if it’s not broken, don’t fix it. Physical currency has stood the test of time throughout history, and will remain viable indefinitely.
We allow our clients the peace of mind by assessing your individual goals and assembling each portfolio based on what you are personally trying to accomplish.
For most clients coming in with out-of-pocket money we recommend an 80/20 rule with putting 80% of new money into Bullion and diversifying the remaining 20% into Numismatics. Depending on a variety of factors, which coins or which metal would be recommended can vary based on the market availability of certain products that meet your own individual goals.
To allow for so many factors once we receive a request for a portfolio package, we will send you an email order proposal of what we would recommend based in real time.
We can always fill specific orders based on one product that you would like to have over another one. For instance, if you would like to receive only Gold or Silver Eagles over having a similar Gold Maple Leaf or Austrian Philharmonics, we are able to do so.
This is why we would like to send out an order proposal in advance to give you the ability to see what the best buys at the time of your purchase would be. This is also when we can fine tune your proposal to make sure that you feel 100% comfortable with the diversification of the products included in your portfolio.
Bank wires are required for first time buyers and are the fastest and easiest way to conduct business with us. The bank wire allows us to confirm the funds are in hand and gives us the ability to go ahead and lock in your prices immediately once your order proposal is confirmed. North American Coin Exchange does not operate with a credit account with our vendors or sources. We are required to send a bank wire at the time of purchase and in return we request the same from our clients.
Unfortunately, in today’s environment and with the products that we deal with, it has become too easy for people’s identities to get stolen and used to purchase precious metals. We are able to accept credit cards, however there is a more advanced verification process that we need to do over the phone, with a few additional steps added for extra security. New clients can send a photo ID that matches the name on the credit card in order to proceed with a credit card purchase.
Once we have done business together without issue, you are welcome to use a credit card going forward with no restrictions. We appreciate your understanding why we want to go the extra mile to ensure that every transaction is secure and safe, and we are certain that you, as the client, appreciate the diligence we take in handling your financial information with the utmost care.
There will be a 3% consulting charge that will be placed on the dollar amount that you are converting. We will estimate the approximate shipping charge based on what type of portfolio you are receiving. A portfolio with a larger amount of silver will cost slightly more based on the weight of the package. A portfolio with numismatic coins will be based on the dollar amount of the insurance for the value of the particular product. North American Coin Exchange ships all portfolio packages registered and insured through the United States Postal Service. We are able to ship up to $50,000.00 per box based on the current insurance maximums.