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Product:
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Rare U.S. coins certified by the Professional Coin Grading Service (PCGS) or the Numismatic
Guaranty Corporation (NGC).
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Investment Objective:
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Long term tax-deferred capital appreciation, portfolio diversification and hedge against inflation.
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Eligible Arrangements:
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Individual (non-qualified) purchases. Defined benefit qualified plans. Suitable for inclusion in
trusts.
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Purchase Payments:
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Initial minimum $10,000. Additional minimums $2,500.
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Pricing:
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Based on independently published industry sources, including The Certified Coin Dealer
Newsletter, The Coin Dealer Newsletter and other pricing sources.
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Delivery:
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All coins are sent registered, insured U.S. mail and are encased in protection holders for long term storage.
Portfolios delivered within 4 weeks of receipt of funds.
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Client Reporting:
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Portfolio evaluations are performed annually upon request. Quarterly, semi-annual evaluations also available.
All reports sent within 48 hours of request.
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Liquidation:
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Options include direct purchase or public auction. Direct purchase checks are mailed within 5 days of receipt
of coins and clients acceptance of offer. Auction proceeds are mailed from 14 days to 45 days after date of
sale depending on type of auction.
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Company Data:
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U.S. Tangible Investment Corporation has dealt exclusively with financial advisors and their clients since 1978. Key principal and corporate memberships and affiliations include Professional Numismatic Guild (PNG), PCGS and NGC. U.S. Tangible is independently audited by KPMG Peat Marwick. Our auction affiliate, Heritage Numismatic Auctions, conducts many auctions every year and has been selected to conduct almost every official American Numismatic Association auction every year since 1980.
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