Investment Plans · 6 Tiers
Managed portfolios from $1K to $5M+.
Every plan is professionally managed by our quant team. Capital is segregated, custodied cold, and insured to $250M. Past performance ranges shown reflect realized client returns 2021–2025.
30 days
Starter
Toe-in-the-water exposure. Auto-rebalanced BTC/ETH index.
6 – 10%
Target APY range
Minimum$1,000
Maximum$4,999
- BTC & ETH only allocation
- Daily compounding
- Email support
- Withdraw anytime after 30d
- Dedicated manager
- OTC desk access
- Tax reporting
60 days
Vanguard
Conservative diversified portfolio across 12 blue-chip assets.
8 – 14%
Target APY range
Minimum$5,000
Maximum$49,999
- 12-asset blue chip portfolio
- Weekly rebalancing
- Hourly performance reports
- 24/7 chat support
- Withdraw anytime after 60d
- OTC desk access
- Custom mandate
Most Chosen
90 days
Apex
Our flagship. Balanced growth across 30+ assets with quant overlays.
16 – 24%
Target APY range
Minimum$50,000
Maximum$249,999
- 30+ asset dynamic portfolio
- Hourly algorithmic rebalancing
- Yield farming + staking integrated
- Aurum Card invitation included
- Dedicated portfolio analyst
- Tax-loss harvesting
- Custom investment mandate
120 days
Sovereign
Aggressive thesis-driven portfolios with OTC liquidity access.
22 – 32%
Target APY range
Minimum$250,000
Maximum$999,999
- Custom 50+ asset mandate
- OTC desk for trades > $250K
- Structured products & options
- Aurum Card included free
- Dedicated relationship manager
- Quarterly research calls
- Estate & trust planning
180 days
Imperial
Family-office tier with bespoke strategies and direct desk access.
28 – 38%
Target APY range
Minimum$1,000,000
Maximum$4,999,999
- Fully bespoke mandate
- Direct OTC trading desk
- Pre-IPO crypto deals access
- Aurum Reserve metal card
- Senior portfolio manager
- Monthly in-person reviews
- Multi-jurisdictional structuring
Custom
Royal
Single-family-office partnership. By invitation, references required.
32 – 42%
Target APY range
Minimum$5,000,000
MaximumUnlimited
- Co-designed strategies
- Direct CIO access
- Private deal flow & SPVs
- Custom Aurum Royal card
- On-site team availability
- Concierge across wealth + lifestyle
- Lombard lending up to 70% LTV
Need something between tiers?
Our portfolio architects design custom mandates for clients with specific risk parameters, ESG requirements, or jurisdictional constraints. Speak to an advisor.
Speak to a portfolio architect