PORTFOLIO DESIGN & DOCUMENTATION
$5500.00$1500.00
2️⃣ PORTFOLIO DESIGN & DOCUMENTATION
Positioning: “Turn a pile of coins into a structured asset.”
What you deliver
Custom allocation model (metal vs numismatic)
Risk profile alignment
Hold / upgrade / sell guidance
Collection organization strategy
Insurance-ready inventory document
Estate-friendly coin list
Deliverables
Branded PDF portfolio report
Allocation charts
Upgrade roadmap
Documentation checklist
Guardrails
You are designing systems, not giving financial advice.
Use phrases like:
“Portfolio structure”
“Collection strategy”
“Risk exposure overview”
💼 Why this is core VLCA DNA
This is where you stop sounding like a collector and start sounding like an authority.