Corventa Partner Platform
ADD A PHYSICAL PRECIOUS-METALS CAPABILITY TO YOUR PRACTICE.
Corventa gives financial professionals the infrastructure, precious-metals expertise and client support needed to offer physical gold and silver without building a metals operation themselves.
BUILT BY FINANCIAL PROFESSIONALS. FOR FINANCIAL PROFESSIONALS.
For advisors, brokers, insurance professionals, financial-services teams, RIAs, agencies and distribution organizations.
YOUR CLIENTS ARE ALREADY BUYING GOLD AND SILVER.
The question is whether you're part of the conversation.
When a client decides to purchase physical precious metals, the transaction doesn't disappear simply because their financial professional doesn't offer a solution. It goes somewhere else.
For many financial professionals, that has traditionally meant handing a valuable client relationship to an outside precious-metals company and hoping the experience reflects well on the person who made the introduction.
Corventa was built to provide a different model.
CLIENT HANDOFF
You shouldn't have to surrender control of a relationship you may have spent decades building.
HIGH-PRESSURE SALES
Your professional reputation shouldn't depend on someone else's sales floor.
OPAQUE PRICING
Clients and financial professionals deserve to understand the economics of the transaction.
FRAGMENTED INFRASTRUCTURE
Dealer relationships, IRA coordination, storage, fulfillment and liquidation shouldn't become the financial professional's operational burden.
LIMITED VISIBILITY
The advisor shouldn't disappear from the relationship after making the introduction.
METALS EXPERTISE
You shouldn't have to become a bullion or coin specialist to give clients access to physical precious metals.
THE TRADITIONAL PRECIOUS-METALS INDUSTRY WASN'T BUILT AROUND THE ADVISOR-CLIENT RELATIONSHIP.
CORVENTA IS.
WE BUILT THE PRECIOUS-METALS COMPANY WE WISHED EXISTED.
Corventa Metals was created and is operated by professionals with financial-services backgrounds.
We understand what it means to build a book of business.
We understand how long it takes to earn client trust.
We understand that a long-term relationship is more important than a single transaction.
And we understand why many financial professionals have historically been reluctant to hand valuable clients to traditional precious-metals sales organizations.
That experience shaped Corventa.
WE CAME FROM FINANCIAL SERVICES.
NOT THE GOLD BUSINESS.
YOUR PRECIOUS-METALS DESK.
WITHOUT BUILDING ONE.
PHYSICAL GOLD & SILVER
Access to professionally sourced physical precious-metals products.
IRA + DIRECT OWNERSHIP
Support for appropriate retirement-account and personally owned physical-metals transactions.
PRECIOUS-METALS EXPERTISE
Corventa provides the specialized metals knowledge behind the transaction.
TRANSACTION EXECUTION
Support from product selection and pricing through execution.
STORAGE & DELIVERY COORDINATION
Support for appropriate delivery or storage structures.
LIQUIDITY & EXIT SUPPORT
Corventa believes the eventual exit should be considered before the purchase is made.
TRAINING & EDUCATION
Help partners become comfortable identifying and discussing appropriate precious-metals opportunities.
CLIENT SUPPORT
A professional client experience designed to complement—not replace—the existing financial relationship.
YOU BRING THE RELATIONSHIP.
WE BRING THE PRECIOUS-METALS INFRASTRUCTURE.
YOUR CLIENT.
YOUR RELATIONSHIP.
Corventa isn't here to replace the financial professional. We're here to support the relationship.
The financial professional remains central to the client relationship while Corventa provides the specialized precious-metals knowledge, infrastructure and transaction support.
YOUR CLIENT STAYS YOUR CLIENT.
WE HANDLE THE METALS.
YOU PROTECT THE RELATIONSHIP.
YOU DON'T HAVE TO BECOME A "GOLD GUY."
You don't need to predict the price of gold.
You don't need to become a coin expert.
You don't need to maintain inventory.
You don't need a vault.
You don't need wholesale bullion relationships.
You don't need to build IRA, storage, delivery and liquidation infrastructure.
And you don't need to convince every client to own precious metals.
You simply need a professional solution available when the conversation makes sense.
WE'VE ALREADY BUILT THE INFRASTRUCTURE.
THREE WAYS TO BUILD WITH CORVENTA.
Choose the partnership structure that best matches how you already do business.
FINANCIAL PROFESSIONAL PARTNER
SERVE YOUR CLIENTS.
For:
- • Financial advisors
- • Brokers
- • Registered representatives
- • Insurance professionals
- • Independent financial professionals
- • Individual producers
Add Corventa's physical precious-metals capability to the client relationships you already serve. The Financial Professional Partner is the core producing relationship within the Corventa Partner Platform.
Focus:
MANAGING PARTNER
SERVE CLIENTS. BUILD A TEAM.
A Managing Partner is also a producing Financial Professional Partner, with an additional opportunity to introduce, develop and support other Financial Professional Partners using the Corventa platform. The Managing Partner role is an additional capability layered onto the Financial Professional Partner relationship.
Focus:
STRATEGIC DISTRIBUTION PARTNER
BUILD DISTRIBUTION.
For:
- • Trading desks
- • RIAs
- • RIA groups
- • Agencies
- • Financial-services organizations
- • Large producer groups
- • Organizations with existing distribution networks
- • Individuals with significant financial-professional networks
Strategic Distribution Partners bring Corventa's precious-metals capability into a broader organization or distribution network. Strategic Distribution Partners may also produce client business directly.
Focus:
PARTNER LEVEL COMPARISON
| Category | FINANCIAL PROFESSIONAL PARTNER | MANAGING PARTNER | STRATEGIC DISTRIBUTION PARTNER |
|---|---|---|---|
| Primary role | Serve clients | Serve clients + develop partners | Build broader distribution |
| Produces business | Yes | Yes | May produce directly |
| Builds partner team | No requirement | Yes | Yes |
| Typical fit | Individual financial professional | Producer, team leader, agency manager, advisor group leader | RIA, trading desk, agency, firm, financial-services organization, significant network |
FINANCIAL PROFESSIONAL PARTNER
Primary role
Serve clients
Produces business
Yes
Builds partner team
No requirement
Typical fit
Individual financial professional
MANAGING PARTNER
Primary role
Serve clients + develop partners
Produces business
Yes
Builds partner team
Yes
Typical fit
Producer, team leader, agency manager, advisor group leader
STRATEGIC DISTRIBUTION PARTNER
Primary role
Build broader distribution
Produces business
May produce directly
Builds partner team
Yes
Typical fit
RIA, trading desk, agency, firm, financial-services organization, significant network
Compensation and permitted activities are subject to applicable laws, regulations, licensing requirements, firm policies and approvals.
ECONOMICS BUILT AROUND THE RELATIONSHIP.
Not every precious-metals transaction has the same economics.
Bullion, premium products, transaction size, client needs, volume and partner involvement can all affect the economics of a transaction.
Corventa therefore does not force every partnership into one universal compensation model.
PROFIT PARTICIPATION
Corventa generally prefers economic structures tied to actual transaction profitability because they align the interests of Corventa and the partner.
TRANSACTION-BASED COMMISSION
Straight-commission structures may also be available depending upon product mix, transaction type and the nature of the partnership.
NETWORK ECONOMICS
Managing Partners and Strategic Distribution Partners may have additional economics associated with business generated through their approved partner relationships.
CUSTOM STRUCTURES
Larger organizations, firms and distribution relationships may require customized economics.
THE OBJECTIVE IS SIMPLE:
CREATE ECONOMICS THAT WORK FOR THE PARTNER WHILE PRESERVING HEALTHY TRANSACTION ECONOMICS FOR THE CLIENT AND CORVENTA.
Partner economics are individually negotiated and remain private. Compensation and permitted activities are subject to applicable laws, regulations, licensing requirements, firm policies and approvals.
ALIGNED ECONOMICS MATTER.
Physical precious-metals products can have very different transaction margins.
A highly liquid bullion transaction may have very different economics from a premium physical-metals transaction.
Corventa's preferred profit-participation approach is designed to align partner compensation with the actual economics created by the transaction.
ALIGNMENT
Partner and Corventa participate in the economics of the same transaction.
PRODUCT FLEXIBILITY
The structure can naturally accommodate both narrow-margin bullion and higher-margin products.
SUSTAINABILITY
Compensation is based on economics that actually exist rather than forcing every product into the same payout formula.
SCALABILITY
Profit-based structures can support individual production as well as larger distribution relationships.
STRAIGHT COMMISSIONS CAN BE SIMPLE.
PROFIT PARTICIPATION CAN CREATE BETTER ALIGNMENT.
CORVENTA CAN SUPPORT BOTH.
ONE PLATFORM.
TWO PRIMARY OWNERSHIP PATHS.
PRECIOUS METALS IRA
Eligible clients may use an appropriate self-directed retirement structure to purchase qualifying physical precious metals.
Support may include:
- • IRA-eligible product education
- • Custodian coordination
- • Qualified storage coordination
- • Precious-metals execution
- • Ongoing metals support
DIRECT OWNERSHIP
Clients may purchase personally owned physical precious metals outside a retirement account.
Support may include:
- • Gold
- • Silver
- • Other available precious metals
- • Delivery
- • Storage solutions
- • Product selection
- • Transaction execution
- • Liquidity support
FROM FIRST CONVERSATION TO FIRST OPPORTUNITY.
EXPLORE
Understand the Corventa Partner Platform and determine the appropriate relationship.
PARTNER REVIEW
Discuss professional background, business model, firm requirements and partnership structure.
ONBOARD
Complete the applicable partnership process and receive Corventa training/resources.
IDENTIFY AN OPPORTUNITY
Recognize an appropriate client precious-metals conversation.
EXECUTE WITH CORVENTA
Corventa handles the specialized metals side of the transaction while the financial professional remains involved with the client.
WE DON'T JUST SIGN PARTNERS.
WE HELP THEM BUILD THE CAPABILITY.
PRECIOUS-METALS EDUCATION
IRA EDUCATION
PRODUCT EDUCATION
CLIENT CONVERSATION SUPPORT
CASE CONSULTATION
MARKETING RESOURCES
Coming Soon
WEBINARS
Coming Soon
MARKET UPDATES
Coming Soon
LIQUIDITY / EXIT EDUCATION
FOR RIAS & FINANCIAL-SERVICES ORGANIZATIONS
ADD A PRECIOUS-METALS CAPABILITY ACROSS YOUR FIRM.
Corventa can provide centralized precious-metals expertise and infrastructure to organizations that want multiple financial professionals to have access to physical-metals solutions.
SCALABLE TRAINING
CENTRALIZED PRECIOUS-METALS EXPERTISE
CONSISTENT CLIENT EXPERIENCE
IRA + DIRECT OWNERSHIP SUPPORT
CLIENT-READY RESOURCES
CASE SUPPORT
ORGANIZATION-LEVEL ECONOMICS WHERE APPROPRIATE
Featured Partnership
DIY SECURED RETIREMENT
Corventa also supports specialized strategic partnerships designed around specific financial-professional communities and distribution relationships.
Explore the DIY Secured Retirement PartnershipBUILT FROM FINANCIAL SERVICES OUTWARD.
Corventa was developed by financial professionals who understood the advisor-client relationship from experience.
That background shaped how we built our precious-metals platform.
WE CAME FROM FINANCIAL SERVICES.
NOT THE GOLD BUSINESS.
Corventa Metals operates within a financial-services heritage. Specific corporate structure, regulatory registrations and licensing details are available upon request through the partner conversation process.
HOW DO YOU WANT TO BUILD WITH CORVENTA?
Start a partner conversation. We'll follow up to discuss the right structure.
DON'T REFER YOUR CLIENT TO A GOLD COMPANY.
ADD A PRECIOUS-METALS CAPABILITY TO YOUR PRACTICE.
Corventa provides the specialized infrastructure. You maintain the relationship.
KEEP THE RELATIONSHIP.
ADD THE CAPABILITY.
PARTICIPATE IN THE OPPORTUNITY.