WEALTH MANAGERS

Physika has created a technology and operations platform that provides financial advisors at wealth management institutions the ability to buy, store and sell physical precious metals as they would a stock or ETF.

 

Through Physika, financial advisors can store their physical precious metals holdings in a safe and cost effective manner.

• Gold, Silver, Platinum and Palladium- bars and coins
• Storage is offered in four U.S. locations - Delaware, New York, Los Angeles,and Salt Lake City,; and seven international locations - Toronto, London, Zurich, Sydney, Shanghai, Hong Long, and Singapore
• Bullion is stored in third-party, commercial vaulting facilities
• Holdings are fully insured for replacement value
• Internationally recognized accounting firm physically verifies each bar at least annually
• Completely solution for seamless trading – logistics, reporting, statements etc.

 

Physika advantages for:

Financial Advisors

• Seamless execution through an online trading platform – no need to call anyone
• Fully Integrated Solution - no extra paper work
• Works in all account types – Individual, Trust, LLC, IRA etc.
• Automated logistics, storage and transportation
• Holdings valuations are tracked in real-time with monthly reporting statement
• Ongoing Client Services and Support team

 

Wealth Management Institutions

• Easy to integrate and add on to existing wealth management systems
• Enhance products platform offering with a unique physical hard asset
• Provide content and trending data to meet client information demand
• Efficient execution with integrated operations and technology platform
• Tangible, real assets with recurring revenue base

 

Clients

• Allocated metals – each bar is fully allocated to client - not shared interests in bars and/or coins
• Holdings are fully insured for replacement value by Lloyd's of London
• Physical verification of each bar by internationally recognized accounting firm
• Physical Delivery Available
• Holdings performance tracked in real-time with monthly reporting statements

 

 

THE PROGRAM

Physika is offering allocated units of Physical Precious Metals to clients. Allocated units of Physical Precious Metals represents the purchase and holding of physical gold, silver, platinum, and palladium bars and coins which are transported and stored on a fully allocated, insured and physically segregated basis in approved vaults for the benefit of the client. Allocated refers to the fact that the client itself will own the Physical Precious Metal. Client may only acquire whole bars and coins.

 

Physika is the first technology company to offer the wealth management industry direct online access to content, news, and the most secure and transparent platform for acquiring, transporting and storing Physical Precious Metals for their clients'.

 

World-class Technology & Operations Platform

Physika has designed and implemented a fully integrated, flexible platform that provides easy order entry, execution, logistics management, and client services solutions.

• Solutions can be customized to match how a financial institution does business
• Focus is on providing superior service by partnering with best in class service providers
• Seamless and easy order entry
• Managed / fee-based account applicable

 

Transparent and Risk-Free Business Model

• Physika is not a broker-dealer
• Physika does not engage in any derivative, hedging or trading activities
• Leverage will not be used to increase asset base
• Physika purchases and sales will be executed immediately - in cash

 

Best-in-class Partnerships with Industry Leading Companies

• Approved Wholesalers and Dealers - LBMA/LPPM recognized brands
• Auditing: an internationally recognized auditing firm (through vaulting partners) on a quarterly basis
• Transportation & Vaulting: Approved third-party, commercial vaulting partners
• Insurance: Lloyd's of London (through vaulting partners)
• Transaction Processing: myPhysika™ account management

 

ABOUT PHYSIKA INVESTMENTS

Physika Investments provides a secure, transparent and convenient service for Independent Investment Advisors, Institutional Investors, Wealth managers, to buy, store, and sell Physical Precious Metals. Physika’s online trading platform will allow for directly managing the purchase, transportation, storage, record keeping, verification and sale of allocated units of gold, silver, platinum and palladium in their account. The Physical Precious Metals are stored in protected and insured vaults – decided by you – located in Delaware, Los Angeles, New York, and Salt Lake City. We also offer international storage locations in Toronto, London, Zurich, Shanghai, Sydney, Hong Kong, and Singapore. Investors also have the option to take delivery.

 

 

PRODUCT OFFERING

“Allocated” Whole Bar Storage

• Physika stores and secures physical precious metals on an “allocated” whole bar basis whereby precious metals are held
  in the vault specifically on behalf of each client
• Client has the right to verify their precious metal holdings

 

 

​PRODUCTS

 

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