Corporate Reserve Advisory

Reserve strategy built on precious metals.

Corporate Reserve Bullion Group helps corporate treasuries diversify a measured share of reserves into physical gold, silver, and platinum — with the governance, custody, and reporting a public balance sheet requires.

2014
Firm Founded
40+
Corporate Engagements
3
Metals Covered — Au / Ag / Pt
12
Years Advising Treasuries

What We Do

Advisory built around four disciplines.

Each engagement draws on the same core disciplines, scaled to the size and complexity of your treasury.

Reserve Allocation Strategy

Assessing treasury composition and risk tolerance to design a target allocation across gold, silver, and platinum.

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Custody & Vaulting Advisory

Evaluating independent custodians and vaulting structures, including allocated and segregated storage.

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Treasury Integration & Reporting

Folding physical holdings into existing treasury and accounting workflows, with recurring valuation reporting.

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Governance & Risk Advisory

Building board-ready governance frameworks and risk policy for holding physical reserves over time.

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Our Approach

Three stages, one governance thread.

Every engagement moves through the same sequence, so the resulting program is defensible in front of a board or audit committee at each stage.

Assess

We review treasury structure, currency exposure, and risk tolerance to determine whether — and how much — reserve diversification fits your balance sheet.

Structure

We design an allocation and custody structure suited to your organization, and prepare documentation for board or investment-committee approval.

Implement & Monitor

We support execution alongside your chosen custodians and provide ongoing reporting so the program stays aligned with policy over time.

Client Perspective

What treasury teams tell us.

"CRBG helped us move a boardroom idea to a fully governed reserve program within two quarters, without slowing down the rest of treasury's calendar."

Chief Financial OfficerDiversified Industrial Manufacturer

"Their custody due diligence was more rigorous than anything our internal team could have run on its own."

Group TreasurerGlobal Logistics Company

Considering a reserve allocation?

A first conversation is a scoping call, not a sales pitch — we'll tell you plainly if diversification isn't a fit yet.

Request a Consultation