Independent Research for Sophisticated Investors

Institutional-Grade Due Diligence for Serious Capital.

We evaluate custody infrastructure, jurisdictional risk, and regulatory compliance for wealth platforms. Our research serves investors allocating $100,000 or more per position—moving beyond the limitations of retail-focused reviews.

"I spent six months auditing wealth platforms for my personal $500,000 allocation. This framework documents institutional findings that are typically inaccessible to the public." — Founder, Capital Frameworks

$100K+ Institutional Minimum Focus
12-Point Due Diligence Protocol
40+ Hours Research Per Institution

The Pillars of Institutional Evaluation

Every platform passes a rigorous screening process designed for $500K+ portfolios. Retail services that fail custody or jurisdictional audits are excluded.

Jurisdictional Integrity

Analysis of regulatory frameworks at the custodian level. We evaluate political stability and property rights, prioritizing Tier 1 jurisdictions such as Zurich and Singapore.

Custody Verification

Auditing allocated ownership, proof-of-reserves, and insurance coverage. We ensure capital remains legally segregated from the custodian's balance sheet.

Fee Transparency

Calculating the total cost of ownership. We identify hidden spreads and withdrawal costs that significantly impact six and seven-figure allocations.

Approved Wealth Infrastructure

Platforms evaluated and approved for $100,000+ allocations.

BullionVault

Physical Gold

Physical bullion with allocated ownership in Zurich and Singapore vaults. Audited institutional storage at a 0.12% annual rate.

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Goldco

US Residents

Specialized precious metals IRA custodian for tax-advantaged retirement rollovers and segregated physical storage.

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Bybit Institutional

Personally Verified

Digital asset custody with monthly proof-of-reserves and 95% multi-signature cold storage infrastructure.

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IC Markets Pro

Personally Verified

True ECN execution with institutional liquidity providers, designed for high-volume professional trading capital.

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Interactive Brokers

Global Brokerage

NASDAQ-listed access to 150+ markets with $500K SIPC insurance and segregated institutional custody.

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Featured Research & Blueprints

Gold & Precious Metals

Why Institutional Investors Allocate to Gold in 2025

An analysis of macroeconomic drivers and custody platforms suitable for $100K+ allocations.

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Digital Assets

Bybit vs Binance: The Proof-of-Reserves Audit

Documenting a $50,000 deployment to verify withdrawal speeds and custody transparency.

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Wealth Frameworks

The $500,000 Allocation Blueprint

A strategic framework for structuring capital across five uncorrelated asset classes.

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The Evaluation Protocol

Download the internal 12-point framework we use to assess wealth infrastructure for professional due diligence.

Download Spreadsheet Template