CGE-Managed-Acct_Design-V8

NUMISMATIC PORTFOLIOS MANAGED ACCOUNTS
800-976-0013 CLASSIC GOLD EXCHANGE Page 1 of 16
Numismatic Portfolios
& Managed Accounts
An Innovative Approach to Wealth Management
Through Tangible Asset Investing

Throughout all time, gold has always remained the
stable standard of wealth and stability.
CLASSIC GOLD EXCHANGE
CGE was built from a
experienced team of seasoned
numismatists who were
frustrated with how tangible
assets and rare coin were being
mass-marketed to the public
through slick television
commercials, aggressive
telemarketing, and misleading
Internet promotions... where
the public consumer was being
"sold" in purchasing over-priced
coins at high commissions, with
little to no customer support.
Classic Gold Exchange wanted
to offer the public a fresh, new
approach to wealth
management through tangible
assets, that’s all about
transparency, accountability,
and client ownership of their
finances.
At Classic Gold Exchange
questions are encouraged, and
answers are straightforward.
There is no question we won't
answer, and no answer we
won't support.
FINANCIAL CLIMATE
We are living in one of the most exciting, yet challenging times in
human history. In today's ever changing global environment, what
we have learned from the past may have created financial security
for us today, but it may not be sufficient enough to keep us
comfortable tomorrow, yet get us to where we wish to be in the
future.
In today's ever-changing world, we either can innovate or
evaporate... and this is especially true in our financial markets.
With the onset of economic geopolitical concerns, and a declining
dollar, coupled with global terrorism threats, a well diversified
investment portfolio in tangible assets makes good financial sense
in today's ever changing world.
HISTORICAL FACTORS
Historically, there have been 8 primary factors that have led to
rising prices for tangible asset investments:
1. High inflation, or the fear of high inflation
2. A decline in the value of the U.S. dollar or other major currencies
3. Bear markets or volatility in stocks
4. High interest rates
5. Oil and Gas price shocks
6. Crisis in the banking sector
7. International loan defaults and other debt crises
8. Geopolitical tensions and crisis
As we know, several of these factors are taking place right now.
Consequently many experts are predicting much higher metals
prices where tangible assets will perform their financial insurance
role.
We are taught to "Hope For The Best, But Prepare For The Worst."
However “Hope” is not a good financial strategy… Hope isn’t
something to base your financial future on.
The will to win is worthless without the will to prepare. Today’s
preparation determines tomorrow’s achievement.

In today's world of financial market volatility and
economic uncertainty, investing without proper
diversification can be disastrous.
TANGIBLE ASSETS
There are a variety of tangible asset
investments that can provide
diversifying benefits to your overall
financial plan.
Though the price of tangible asset
investments can be volatile in the
short-term, they have maintained
their value over the long-term,
providing excellent protection
against the decline of the
purchasing power of paper money.
Moreover there have been periods
when tangible assets have
outperformed virtually all other
investments.
Whatever your goals, objectives and
financial circumstances, Classic Gold
Exchange recommends you take full
advantage of the various tangible
asset options available to assure
that you maintain and expand your
wealth in the years to come.
TANGIBLE ASSET COIN MARKET
Modern
Coins
Collectable
Coins
Pre-1933
Gold Coins
Investment
Coins
NEED TO KNOWS
Savvy investors are increasingly using tangible assets as part of
their financial plan to provide a solid counterweight for paper
assets. It is imperative that you diversify your investments to
preserve your wealth and even profit in all economic, geopolitical
and financial market environments.
No one knows with certainty what the future holds, however,
all investors share a common goal: financial security.
Whether or not you achieve financial security depends on the
success of your financial plan. Success in a financial plan in
today’s world means true diversification across asset class, not
just across different kinds of stocks and bonds. To achieve true
diversification, investors need to deploy a portion of their wealth
into alternatives, notably tangible assets.
Tangible assets are financial insurance. They have historically
provided protection against setbacks suffered by stocks, bonds
and the dollar. It is often said that investors should own tangible
assets and hope that they don't go up in value. Why? Because
rising tangible asset prices often mean other investments in a
portfolio are declining. Tangible assets give investors alternatives
when the going gets rough.
In reality, a properly diversified tangible asset portfolio includes
holdings that can and do rise, no matter what stocks and bonds
are doing. Nevertheless, there is some truth to the adage that
tangible assets perform best when paper investments are weak.
Tangible assets provide the portfolio diversification that protects
your wealth when other investments are suffering. The
conditions that make tangible assets rise are the same conditions
that throw the paper assets into turmoil. That is why tangible
assets serve so well as financial insurance, however they can be
much more than just a form of insurance, they can also help in
accelerating wealth.
Tangible assets can be high performance investments in their
own right, offering substantial potential for growth of capital.

Take Control of Your Money...
You Earned it, Protect it, and Grow it.
DEMAND WHAT YOU EXPECT
You are the customer, and you
should be in control of your hard
earned money. You deserve to
demand what you expect when
making financial investments.
Demand Real Relationships
Relationships are built on trust
and mutual respect that is
earned over time... We take the
time to get to know you and
what you have worked so hard
to achieve. We want to
understand your financial goals
and future aspirations.
Demand Practical Planning
We will work with you to create
a realistic plan with specific coin
investment recommendations,
and a clear explanation of the
risks and rewards. We assess
your financial goals and risk
tolerance, and create a profit
plan.
Demand Money Management
We help you choose the right
rare coin investment strategies,
with professionally managed
portfolios to fit your specific
needs. We provide 24/7 online
access to our secure, password
protected portal for total
transparency.
Follow two simple rules:
1. Don't Pay Too Much
2. Buy Truly Rare Coins
FOUR AREAS OF THE U.S. COIN MARKET
Ever since the signing of the Coinage Act in 1792, there have been
many different coin types produced by the U.S. Mint, that fall into
four basic areas of the U.S. Coin Market.
• Modern Bullion Coins (Protection)
• Collector & Commemorative Coins (Satisfaction)
• Pre-1933 Gold Coins (Diversification)
• Investment Quality Coins (Acceleration)
Each area provides benefits to the investor and collector depending
on their financial goals and collecting objectives.
The most commonly known areas are modern bullion and
collectable coins because of the media hype and commercials
about gold and silver coins.
Modern Bullion Coins can be protection as a hedge against
inflation, and have little to no numismatic value beyond the spot
price.
Collector Coins are purchased purely for customer satisfaction
and enjoyment and are not recommended for investment
purposes.
The two lesser known areas to explore are Pre-1933 gold coins and
Investment Grade Coins which have a fixed limited supply and high
market demand.
Pre-1933 Gold Coins are used for portfolio diversification in
tangible assets, and have numismatic value beyond the spot price.
Investment Quality Coins are good for wealth acceleration, and
are considered excellent investments as they have a limited supply
with increasing demand.
Not all coins are created equal and knowing the difference between
high-grade investment-quality coins and ordinary collectible coins
is essential to maximize profit potential.
Classic Gold Exchange focuses on
Pre-1933 Gold Coins and Investment Quality Coins

CGE's business values are based on providing an
outstanding array of unique benefits and services
to match the exceptional tangible asset
investments that we place with our investors.
PRIMARY PROFIT PROPERTIES
Rare investment grade coins have 5
primary profit properties.
Rarity
Understanding true rarity is key to
successful investing, which only
comes from years of experience in
numismatics. A great rare coin is in
high demand due to small mintages,
or limited numbers of survivors.
Value
Great coins undoubtedly show
superiority through their market
demand and value; however the
spectrum for rare coins can run from
the thousands of dollars to the
millions of dollars each.
Quality
The vast majorities of great coins
are in excellent condition…
standardized coin grading from the
two top tier certified graders (PCGS
& NGC) takes the guess work out of
personal opinions.
Beauty
The aesthetics involved in a coins’
greatness are apparent… The
intricacy of design, color and overall
beauty, determine value and appeal
for collectors and investors alike.
History
Great coins have great stories tied
to them... Moments of history are
preserved in unique tangible coins
you can hold in your hands. Rare
coin pedigrees historically lead the
market in price appreciation over
time.
CGE BUSINESS VALUES
Integrity
Integrity should be first and foremost for any business. Without
trust and honor, none of the other qualities and properties of a
business have any true meaning. Integrity is about being true to
your word. It is about being moral and ethical and earning trust.
Loyalty
We want relationships with our customers to be long term. We
are here to serve our client's needs and provide the answers to all
questions. Loyalty is about seeking out and valuing relationships.
It is about being relied on by those you have relationships with.
Experience
Our principal assets are our people and reputation. Combined,
our experts have over a century of experience in tangible asset
investments. There is no substitute for experience. Experience is
about the importance of learning the lessons of roads travelled
and of passing on those lessons to our clients to profit from.
Education
CGE is committed to investor education. The University of Rare
Coins online campus is our commitment to industry education.
Education is about making sure that our CGE clients understand
what they are buying or selling, and the historical significance of
those items.
Transparency
CGE promotes complete transparency with our proprietary
customer relationship software system, which tracks purchase
portfolios, to support our clients in making rapid and well-
informed decisions. Transparency is about openness. It is about
informing clients on any developments that may affect the value
of their rare coin investments.
Focus
CGE's exclusive focus on tangible asset investing provides our
clients with a deeper understanding of current market
developments and trends to get better results faster. Focus is
about concentrating on what you are best at and then getting
even better at it. If you are a jack-of-all-trades, you are a master-
of-none. Focus is the key to success.

Because of their rarity, security and privacy
advantages, semi-numismatic, Pre-1933 coins are
sometimes referred to as “Bullion with Benefits.”
THE PRE-33 GOLD STORY
The US Mint issued gold coins
from 1795-1933. Circulating gold
ended during the Depression.
In 1933 President Franklin
Roosevelt made it illegal to own
gold. He ordered all circulating
gold coins recalled and melted.
Past Lessons, Future Warnings
Over the last four thousand years,
the only period in which humanity
has not consistently based its
currency in metal, specifically
gold, is the last 40 years.
We were on the "Gold Standard"
backing every dollar in gold from
1792 to 1971, when President
Nixon announced that the U.S.
would no longer officially trade
dollars for gold, abolishing the
"Gold Standard" to help pay for
the Vietnam War.
Gold went from $35 at Nixon’s
announcement to $800 by 1980,
and the Treasury Department
cranked-up the printing presses.
Fast forward to today, now we are
over $17 Trillion in debt, just
backed by the Government's
word, with no end in sight
(quantitative easing).
Pre-33 Gold is a great investment
because it has a limited supply
with high demand, it is a private,
portable, solid liquid asset.
GOLD IS REAL MONEY!
PRE-1933 GOLD COINS
Pre-33 gold is the perfect bridge between bullion and rare coins...
Semi-numismatic U.S. Gold Coins are not Rare-Date Coins, but
instead their Common-Date counterparts from the same era with
the same designs.
The difference is that coins from certain years or mint marks are
very scarce with “Rare-Dates” verses “Common-Dates” with high
mintages or survival rates.
Why Pre-1933 Gold?
Pre-33 coins are another form of gold with advantages beyond
Bullion.
• Undervalued Asset Class With Global Market Acceptance
• Segmented Profit Niche With Low Prices & High Returns
• Diversification To Hedge Against a Declining Dollar
• Physical Tangible Assets That Provides Immediate Liquidity
• Combats Economic Global Geopolitical Concerns
• Protects Against a Deepening Euro Zone Threat Crisis
• Large European Supply of U.S. Pre-1933 Raw Gold Coins
• Top-Tier Authentication Grading & Certification (NGC/PCGS)
• Unique Assets Class With High Growth Potential
What Pre-1933 Gold?
Pre-1933 Gold was minted from 1795 to 1933... the United States
produced gold coinage for circulation as solid foundation of
commerce and trade in the early days through the early 20th
Century.
The U.S. Mint issued its first gold coins in 1795… Over the next
138 years the mint produced a variety of gold coins across six
different denominations.
• $1 Liberty, Indian Princess
• $2.5 Capped Classic, Liberty, Indian
• $3 Indian Princess
• $5 Capped, Classic, Liberty, Indian
• $10 Capped, Liberty, Indian
• $20 Liberty, Saint
Surviving Pre-33 gold is
fixed at an extremely
limited supply with an
increased demand.
It's non-reportable, and
can't be confiscated.
It has profit potential
beyond spot price.

Serious investors should invest in the ultra-rare
numismatic market for maximum profit
appreciation.
ULTRA-RARE U.S. COINS
Because not all rare coins are
created equal, serious rare coin
investors choose to focus only on
the most valuable of all rare coins…
those it has defined as “investment
quality coins”.
Investment grade coins have a track
record, and are uniquely appropriate
for investors who are
looking for a substantial return on
their investment.
These coins have the greatest
potential for future price
performance and are characterized
by a number of factors that include:
• Past Performance
• Precious Metal Content
• Historical Significance
• Artistic Beauty
Investment quality coins constitute
approximately 25% of The United
States rare coin market.
INVESTMENT QUALITY COINS
Investment grade coins have outperformed stocks and bonds
over the last 25 years, realizing more than a 300% ROI in the
last decade.
Why Rare Coins?
There are many good reasons to invest in the U.S. Rare Coin
Market.
• A multi-billion dollar industry
• Unrestricted, private asset class
• Private, Portable & Liquid asset
• Fixed supply, increased Demand
• 70+ years of market performance
• Tangible diversification
• Third-party grading and certification
• Electronic trading platforms
What Rare Coins?
There are many denominations, coin types, and rare dates that
qualify as an investment quality coins. Here are a few of the best
to consider.
• Early United States Mint Coinage 1972-1836
• Select Proof and Mint State Coinage 1837-1891 Early Type
• Proof Gold Coinage 1915 and Earlier
• Rare-Date U.S. Gold Coinage from the 19th & 20th Centuries
• Select Proof & Mint State Barber Coinage 1892-1915
• Select Proof Morgan Silver Dollars 1878-1921
• Select U.S. Territorial & Pattern coinage
• Any "Greatest 100" Pedigreed coinage*
Historical Rare Coin Returns
Investing in “The100 Greatest U.S. Coins” would return a value
of…
• 50 years = 19,701%
• 30 years = 1,413%
• 8 years = 157%
*Source: "The 100 Greatest U.S. Coins," 3rd Edition
By Jeff Garrett (Whitman Publishing, 2008)
Updated May, 2011 by leading rare coin Numismatists

When deciding on the investment in a particular
asset class, you should weigh whether the risk is
worth the reward you will receive.
A BLENDED APPROACH
CGE's Numismatic Portfolios
consist of select pre-1933 gold
coins that are graded and
certified by the two top tier
third party grading services
(PCGS & NGC)
New Tools, New Rules
Turning your financial
aspirations into profitable
actions, begins with the right
technology tools.
CGE has a proprietary
numismatic account
management system, that is
available to clients anytime,
anywhere with an Internet
connect to our secure portfolio
servers, to access and manage
their accounts.
The CGE managed account is
designed for investors who
prefer to diversify in alternative
tangible investments, and have
experienced numismatic
portfolio managers help manage
their rare coin investments for
them, so they can focus on
other aspects of their life.
Allow our professionals do the
rare coin recommendations and
investing for you, so you can
acquire the right coins at the
right price, for maximum return
on investment.
NUMISMATIC PORTFOLIOS
In order to make investment choices that fit financial goals, we first
establish your risk tolerance, and then enhance your investment
decisions to match.
The risk tolerance scale ranges from the low-range of
Conservative… to middle range of Moderate… to high-range of
Aggressive Investing.
We have assembled each of these four groups with careful thought
towards risk / tolerance levels, current financial goals, and aims for
the future.
Our core investment philosophy is represented in four Tangible
Asset Investment Portfolios
Portfolio Type Price Range Numismatic/Pre-33
• Entry Portfolio: $25,000 - $50,000 60%/40%
• Experienced Portfolio: $50,000 - $100,000 70%/30%
• Advanced Portfolio: $100,000 - $250,000 80%/20%
• Elite Portfolio: Over $250,000 100/0%
The Entry Portfolio:
Coins Valued between $25,000 to $50,000 consisting of 60%
Numismatic coins and 40% Pre-33 gold.
Designed for the investor taking first step on the road to financial
security and independence. The Entry Portfolio focuses primarily on
capital preservation.
In this group of coins CGE portfolio managers focus upon a core
mix of 60% targeted Investment Quality numismatics, and 40%
semi-numismatic coins (pre-1933 US Gold coins)

We have assembled each of these portfolios with
careful thought towards client goals and
future gains.
PERSONAL SERVICE
Every CGE client receives their very
own dedicated Portfolio Account
Manager, who is supported by a
team of professional Numismatists
with decades of real world trading
experience.
Your Account Executive is your
personal point of contact who will
deliver unsurpassed personal
service.
While we suggest and offer a wide
range of numismatic educational
sources, CGE investors do not need
extensive personal knowledge of
rare coins in order to earn profits.
Our clients benefit from the
knowledge that our Portfolio Account
Managers have accumulated
through years of experience in the
numismatics industry.
Your Portfolio Account Manager will
keep you apprised of any pending
transactions in your CGE accounts,
answer any questions you may
have, and arrange for appointments
with CCG numismatic experts.
CGE has a relationship with the
University of Rare Coins, that
provides our clients 24/7 online
access to the Industry's Premier
Numismatic Educational Resource.
Numismatic Knowledge is Currency
NUMISMATIC PORTFOLIOS
The Experienced Portfolio:
This portfolio is designed for the investor seeking portfolio
diversification and a balanced approach to tangible asset
investing, equally emphasizing growth of capital and capital
preservation. In this more diversified portfolio, our CGE portfolio
managers are able to draw from a wider group of 70%
Investment Quality numismatic coins while still maintaining a core
group of 30% of pre-1933 semi-numismatic gold coins to provide
you with enhanced liquidity along with long-term growth of
capital.
The Advanced Portfolio:
If you are a serious investor who wishes to achieve capital
appreciation by creating a world class portfolio of Investment
Quality Coins hand selected by our experienced, expert
numismatists, this is the portfolio for you. If you are a savvy
investor that understands that tangible assets must afford you the
opportunity for serious profit potential during all phases of the
economic cycle and not just capital preservation during periods of
turmoil, you should invest in the Advanced Portfolio.
The Elite Portfolio:
Coins Valued over $250,000 consisting of 100% Numismatic
Investment Quality coins
This Elite Set is the premiere program for investing in the finest
and rarest Investment Quality coins in the world. It is a special,
individualized program for the high net worth investor seeking
exceptional growth of capital. The ultra-rare coins offered here
can be considered the “beachfront property” of numismatics.
These are the historic works of art that gave numismatics the title
“Hobby of Kings.” Such treasures trade hands in private
transactions that most dealers, investors and collectors are never
even aware of.

CGE Customer Account Management System
ACCOUNT MENU
Intuitive User Navigation
CLIENT PROFILE
User Info & Preferences
ACCOUNT OVERVIEW
Assess your account performance at a glance, Including...
• Initial Investment
• Profits Earned
• Cash on Account
• Total Account Balance
• Rate of Return
COINS ON ACCOUNT
View your coins on account anytime, anywhere, including...
• Coin Number
• Coin Name
• Grading Service
• Coin Grade
• Coin Cost
• Account Total

CGE Customer Account Management System
SOLD COINS
View your sales & profit...
• Date
• Coin Number
• Coin Name
• Cost
• Sales Price
• Fees
• Net Profit
• CGE Profit
• Your Profit
Numismatic Education
All CGE clients receive FREE access
to URC ,including dozens of hours of
numismatic curriculum along with
other numismatic tips and tools.
You can learn about your coins at
the University of Rare Coins.
(www.UniversityRareCoins.com)
TRANSACTION HISTORY
View your account history, with a mouse click, including...
• Date & Item Number
• Coin Type, Item Description & Quantity
• Grading Service & Coin Grade
• Coin Cost, Sales Price, Cash In, Cash Out
CGE CORE SERVICES
From preserving wealth and building a long term
investment strategy to re-positioning non-performing
assets and/or investments CGE can help.
Portfolio Appraisals • IRA Solutions
Consulting • Investment Management

CGE's Managed Account is a rare coin investment
account that is owned by an individual investor,
and looked after by a professional numismatic
account manager.
PORTFOLIO MANAGEMENT
CGE offers practical ways to
understand your rare coin
investments by reviewing your
Rare Coin Investment Portfolio,
securely, online, anytime.
Organize
Look at your rare coin holdings
historical performance to really
understand what you own.
Analyze
See your portfolio allocation by
risk tolerance levels, and check
any changes for your
purchases.
Research
Find historical pricing charts and
historical backgrounds of each
coin you own.
Access
Get instant access to
transparent account
information, online statements,
and special reports.
P
r
o
f
PROGRAM BENEFITS
Professional Management
CGE professional numismatic experts and traders actively manage
our clients accounts. We thoroughly research the available rare
coins on the market, and make recommendations based on
individual's goals.
Buying Power
CGE has extensive numismatic contacts throughout the Rare Coin
industry and considerable market clout. Clients benefit from
increased buying power, advantageous pricing, and preferential
access to truly rare, investment-quality coins.
Rapid Liquidity
CGE clients can get in and out of market positions with relative
ease. Managed account holders can place a sell order anytime
during normal business hours, to cash in their positions for the
current market value within a short period of time.
Total Transparency
CGE Management Accounts offers clients complete control over
their rare coin holdings, through our secure, password-protected
web portal. Clients can track their cumulative performance, and
add or withdraw account funds with complete confidence and total
transparency.
Safety & Security
CGE offers clients secure, insured rare coin storage in our modern,
high-tech vault facility. Clients can have peace of mind when it
comes to the significant security risks that can come with securing
their rare coin investments.
Financial Diversification
CGE Management Accounts affords clients a further degree of
financial diversification. Rare coins are excellent investment
portfolio diversifiers since they have, historically, moved
independently of traditional financial assets and Wall Street
market fluctuations.
PCGS Key Dates & Rarities Index (1970 to date)

Classic Gold Exchange's
Managed Accounts Program
MANAGED ACCOUNTS
CGE's success stems from our
involvement and expertise in the
world of rare coins. Coin collectors
share a passion for history and
design.
Each coin is a small sampling of the
past. Coins have been presented as
gifts to kings and emperors.
Now they are traded by passionate
collectors around the world. As
investment tools, they stand solid
against the flimsy paper stocks
found on Wall Street.
Adding rare coins to your portfolio
gives it a strong investment piece,
as well as a piece of history.
CGE's Managed Accounts puts your
money to work for you, using
investment quality numismatic coins
as the vehicle to grow a profitable
portfolio.
We offer short term strategies and
long term growth plans, utilizing
rare U.S. coins that have intrinsic
value and demand.
MANAGED ACCOUNTS PROGRAM DETAILS
1. The Client places a minimum $50,000 or more into the CGE
Management Account with a carefully drawn, detailed agreement
between the client and Classic Gold Exchange.
2. CGE selects a combination of rare coins on behalf of the client
based on the clients objectives and risk tolerance level.
3. All rare coins selected and acquired for the client are wholly
owned by the client at all times.
4. CGE markets these rare coins to existing clients as well as to
investors across the country through
our relationships and marketing campaigns.
5. When a coin is sold the, the coin is purchased from the client
at their original cost, plus up to 70% of the net sales price. CGE
only profits when the client coins sells.
6. The Client may request their profits to be used to purchase
additional coins for their CGE Management Account or choose a
distribution of the net profit proceeds, while simply maintaining
the original deposit amount.
7. The client can make additional deposits into their CGE
Management Account at any time. Conversely, they may close
their account at any time, and take physical delivery of the coins
or move into a more aggressive liquidation process.
8. Clients can track the activity in their CGE Management
Account 24/7 through a secure, password-protected portal
through the Classic Gold Exchange website.
TANGIBLE ASSET INVESTING...
IT'S WHAT WE DO!

Financial Charts
Contact CGE
Toll Free:
800-976-0013
Fax:
714-660-7493
Website:
www.cge1.com
Email:
info@cge1.com
Address:
Classic Gold Exchange
12301 Ventura Blvd.
Studio City, CA 91604
100 Years of Gold Prices
1914 To 2014
In U.S. dollars & inflation
adjusted
The National Debt
The U.S. debt is out of
control
Since 2006 shot up from $6.7
trillion, to nearly $18 trillion.
The Declining U.S. Dollar
100 Years of Purchasing Power 1913 to 2013
Investors holding cash have lost over 95% of purchasing power.
U.S. Dollar vs. Gold
As the value of the Dollar declines, value of Gold increases
The value of Rising Gold versus the Declining Dollar over 10 years.

Investment Profile Survey
6. What did your portfolio yield in the first
two quarters of 2014?
 0-5%
 5-10%
 10-15%
 15%+
7. What are your expected annual returns
in an investment in tangible assets?
 0-5%
 5-10%
 10-15%
 15%+
8. What Characteristic of investing in
Tangible Assets benefit you the most?
(Check all that apply)
 Preservation of Wealth
 Diversification
 Privacy & Portability
 Income Revenue
 Tax Advantages
9. What CGE services do you feel will help
achieve your goals?
 Education
 24 hour online account access
 Variety of Investment options
 Historical Pricing & Performance Data
10. Are you considered an accredited
investor?
 Yes
 No
 Check These 10 Quick Questions
1. What is your age bracket?
 20-35
 36-50
 51-65
 65+
2. How much are you looking to
diversify at this time?
 $25-50K
 $50-100K
 $100-250K
 $250K +
3. Which of the following investments
do you currently own?
 Stocks, ETF’s, Annuities, Bonds
 if yes what amount_______________
 Investment Property
 Certified Rare Coins
 Gold or Silver Bullion
4. Do you believe inflation will rise
in the next 24 months?
 Yes
 No
 Not Sure
5. What Professional Advisors are you
currently working with?
 Stock Broker
 CPA
 Lawyer
 Estate Planner
 None

 Fold Here 
 Fold Here 
Return Address
Name:
Address:
City, State, Zip:
Classic Gold Exchange
12301 Ventura Blvd.
Studio City, CA 91604
 FOLD HERE 
 FOLD HERE 

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CGE-Managed-Acct_Design-V8