RCW is a family-owned business that buys rare U.S. coins below market value using its expertise and relationships. It profits by reselling these coins through wholesale and retail channels. RCW also directly sells coin portfolios to clients, allowing it to capitalize on missed investment opportunities while providing clients coins at below market prices. The rare coin market is large, stable, and uncorrelated to traditional assets, making coins a viable alternative investment and wealth preservation tool.
2. • RCW is a family business that uses its expertise, deep relationships and
strong purchasing power to buy investment grade coins at below market
value
• RCW profits from this market position by combining opportunistic
purchasing with broad wholesale and retail distribution channels
• There are many opportunities to purchase rare U.S. coins at great values,
but RCW does not have unlimited cash flow to act on every investment
opportunity
• Selling coins directly to clients benefits RCW in that it can profit from
acting on otherwise missed opportunities
• The client benefits by having industry experts purchase a portfolio of
elite U.S. coins for less than market value on the client’s behalf
• Over the past 6 years, RCW has successfully introduced clients to this
alternative tangible asset class through direct investments into separately
managed short-term trading accounts and custom long-term wealth
preservation portfolios
EXECUTIVE SUMMARY
RCW IS A VERTICALLY INTEGRATED RARE U.S. COIN INVENTORY HOUSE
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3. • Estimated $10 billion per year U.S. coin industry
• Estimated 7-10 million serious U.S. coin collectors
• Rare coins are certified by a 3rd party grading service
• Numismatic Guaranty Corporation (NGC)
• Professional Coin Grading Service (PCGS)
• NGC and PCGS
• Graded and authenticated over 58 million coins combined
• Confirm the authenticity of each coin and assign a quality
level known as the grade
• Provide a financial guarantee for the accuracy of their
service
• Price Transparency
• Public auctions make available sales information going back
several decades
• NGC and PCGS provide average retail price guides compiled
from independent sources across the numismatic community
MARKET SNAPSHOT
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4. STRONG AND STABLE MARKET
• Low volatility
• Rare coins typically do not flood the
marketplace when in strong hands
• Since 2000, rare U.S. coins have
outperformed the S&P 500 with
approximately half the volatility
• Wealth Preservation
• Owning investment grade coins at
the right price serves as a downside
protection tool in all market cycles,
with the added benefit of expected
asset appreciation
• Uncorrelated to traditional assets
and the precious metals market
• Rare coin values are determined by
popularity, quality, scarcity,
population, history and demand
• Analogy: the value of a Picasso
painting does not vary with the price
of paint or international affairs
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5. • Subjective value
• Estate tax planning and charitable gifts
• Tax deferment through 1031 exchanges
• When you sell rare U.S. coins you may defer taxes
indefinitely via “like-kind” exchanges
• Step-up tax basis upon death
• Your beneficiaries may avoid taxation upon
inheriting rare U.S. coins
• Generational transfer of wealth strategy
• Duty free in and out of the U.S.
• Portable and exempt from FATCA
• Less paperwork
• No K-1, no 1099 reporting and self regulated market
TAX ADVANTAGES
PRIVATELY HELD RARE U.S. COINS
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6. • Over $1 billion in rare U.S. coins transactions over his
40 year career
• RCW is the current custodian of the largest available
rare U.S. coin inventory in the world
• Owned and sold two of the three most expensive coins
• 1794 Flowing Hair Silver Dollar
• 1787 Unique Brasher Doubloon
• American Numismatic Association
• Presidential Award (2006)
• Award for Exemplary Service (2007)
• Featured in numerous media publications
• Full bio and news sources available at:
http://www.rarecoinwholesalers.com/news
STEVE CONTURSI
PRESIDENT OF RCW
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7. • Contursi is a professional trader who purchases museum quality coins
at values that allow for strong investment potential
• His strategy is purely to target the highest quality rarities for the best possible
value, thus allowing him to make investment decisions without emotion
• He does not get involved in bidding wars with collectors who are willing to
pay substantially more than market value to win their trophy coins
• RCW purchased a 1907 Ultra High Relief Double Eagle, known as
“America’s Most Beautiful Coin,” for over $2.75 million
• Prior to Contursi’s purchasing this rare coin, it was being offered on the market
for over $5 million
• The coin was forced into liquidation and placed in auction, where Contursi was
in the right place at the right time and was able to purchase this coin for $2.75
million
• Contursi was able to jump on the opportunity due to having an active pulse on
the market, purchasing expertise and buying power
• Contursi bought the 1787 Unique Brasher Doubloon at public auction
for almost $3 million in 2005
• 6 years later it sold for nearly $7.4 million, demonstrating the subjective value,
importance of careful selection and value of owning irreplaceable rarities
INVESTMENT PHILOSOPHY
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http://www.rcwfinancial.com/FinancialTeam
RCW FINANCIAL
EXECUTIVE TEAM
Steve Contursi, President
• Industry leader with over 40 years experience
• Opportunity and value driven investment philosophy
• Expert in purchasing rare U.S. coins
Michael Contursi, Executive Vice President
• Involved in hundreds of millions of dollars of rare coin
transactions with dealers, collectors and high-end investors
• Manages the public division of RCW
• Investor relations
Thomas Neptune, General Counsel
• Legal compliance, transactional counsel, advising on
strategic business decisions and managing the legal portfolio
• Available for meetings in NYC (Fall/Spring), San Francisco
and Orange County
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9. CONTACT
Thomas Neptune
tneptune@rcw1.com
(949) 322-0700
http://www.rcw1.com
THANK YOU FOR YOUR TIME
DISCLAIMER: This confidential presentation is provided to business and personal contacts
for informational purposes only and should not be considered investment advice or a
recommendation to buy or sell any security. Information contained herein was obtained from sources
deemed to be reliable, though RCW does not guarantee the accuracy of any data. RCW makes no
representations as to any legal, tax or financial matters related to this presentation.
COPYRIGHT 2015 | RCW FINANCIAL | ALL RIGHTS RESERVED
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