Full-Service Precious Metals

Everything you need to own
and protect metals

One firm for the entire journey — strategy, sourcing, execution, custody and retirement integration — delivered with transparent pricing and a specialist who knows your name.

01 · Advisory

Investment Advisory

Precious metals work best as part of a deliberate plan. Our specialists help you decide how much to hold, which metals fit your objectives, and the most cost-effective form to buy — whether that's sovereign coins, refinery bars, or a blend.

Personalized allocation modeling based on goals, horizon and risk.
Product selection that balances premium, liquidity and divisibility.
Ongoing portfolio reviews and rebalancing recommendations.

02 · Trading

Trading & Execution

Buy and sell physical metals at tight, live-referenced spreads. We quote against real-time spot so you always understand your cost basis, and we confirm every trade in writing the same day.

Transparent spreads quoted against live spot pricing.
Same-day written confirmations and clear settlement terms.
Buy-back program with fast, fair liquidation when you sell.

03 · Storage

Allocated Vault Storage

Your metal, held as yours alone. Heritage storage is fully allocated and segregated — identified to you by product, serial and weight — in Class III vaults with 24/7 monitoring, dual-control access, and all-risk insurance. We never pool, lease, or rehypothecate client metal.

Fully allocated & segregated — never co-mingled.
Independent annual bar audits and quarterly statements.
All-risk insurance via Lloyd's-market specialists.
Choice of storage jurisdiction for geographic diversification.

04 · Retirement

Precious Metals IRA

Hold IRS-eligible gold, silver, platinum and palladium inside a self-directed IRA. We coordinate the entire process with your custodian — from rollover paperwork to funding to allocation — so your retirement metal is real, eligible and properly stored.

End-to-end rollover and transfer coordination.
Only IRS-eligible, approved bullion products.
Compliant, IRA-approved depository storage.

Tax treatment depends on your individual circumstances. Heritage does not provide tax or legal advice; please consult your own advisors.

Engagement

A clear, four-step process

1. Consult

A no-obligation conversation to understand your goals and answer questions.

2. Acquire

Lock live-referenced pricing and receive same-day written confirmation.

3. Secure

Take delivery or store in your allocated, insured and audited vault.

4. Manage

Review statements, add positions, rebalance, or liquidate on demand.

Questions

Frequently asked

It means specific, identifiable bars and coins are titled to you and set aside for you alone — recorded by product, serial number and weight. You are not holding a paper claim against a shared pool; you own physical metal that can be audited down to the individual bar.

Yes. Metal held in Heritage allocated storage is covered by all-risk insurance underwritten through Lloyd's-market specialists, in addition to the vault operator's own coverage. Coverage details are provided with your storage agreement.

Absolutely. You can take fully insured delivery at purchase, or request delivery of vaulted metal at any time. Metal is shipped discreetly and fully insured in transit.

We quote a transparent spread against real-time spot. There are no hidden markups or surprise fees — your confirmation states the spot reference, the premium, and your all-in price.

There is no rigid minimum to begin. Many clients start with a single coin or bar, while others allocate seven figures. Your specialist will recommend a sensible first step for your situation.

Everything you need to ownand protect metals