Learn how forward-thinking RIAs are retaining AUM, capturing physical metals allocations, and deepening client relationships — without changing their core advisory model.
No sales pressure. Just market insight.
Client demand for physical gold and silver is accelerating. Most advisory platforms don't support it — so clients go elsewhere. Quietly. Permanently.
A client moves 5% into metals. Then 10%. Same client, smaller relationship. Most advisors never see it coming.
When clients go outside your platform for an asset class, the advisory bond begins to erode — even if they don't leave you entirely.
Equity and fixed income custodians still can't handle physical metals. So clients find a way around you — every time.
The data is clear: RIAs are forfeiting between 5% and 20% of their AUM to clients who buy physical metals directly — outside the advisory relationship. That's not a market problem. That's a positioning problem.
Neptune Global gives RIAs a fully integrated, reporting-ready solution for physical precious metals — so you capture the allocation, retain the relationship, and grow your AUM.
Clients own real, physical gold, silver, platinum, and palladium. 100% allocated, 100% in their name. Stored in COMEX/CME-approved depositories.
Seamless reporting and integration with leading wealth management platforms. No disruption to your existing advisory workflows.
No sending clients elsewhere. No third-party advisors stepping in. The allocation stays inside your firm — under your guidance.
This isn't a sales call. It's a focused, professional briefing designed for advisors who are already seeing client demand for physical metals — and want to know exactly how to respond.
Choose a time that works for you. No obligation, no pressure — just clarity on how this works for RIAs.
15 minutes. No sales pressure. Just insight.
That's exactly the problem — and exactly what this briefing solves. Here's how advisors typically respond when they first hear about this:
They may not have asked you — but they're already searching. Client demand for physical metals has been rising steadily. The question isn't if they'll ask, it's whether you'll have an answer ready when they do.
Neptune's platform is built specifically for integration with existing advisory workflows. Reporting is seamless. Custody is fully segregated. Most advisors go live without changing how they operate.
ETFs are synthetic exposure — your clients don't own the metal. More clients are specifically asking for physical ownership with no counterparty risk. That's a different conversation, and a different product.
The briefing is about education and access — not pushing an allocation. You remain the advisor. Neptune handles the custody, storage, and logistics. Your role stays exactly where it should be.
Real outcomes from advisory firms who made the shift. No long paragraphs — just results.
Join the RIAs who chose to get educated — not surprised. Book a 15-minute briefing and walk away with clarity on how physical metals fit your practice.
Book My 15-Min Briefing →No obligation. No sales pitch. Just 15 minutes of market insight built for advisors.