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Client Case Studies


We have thousands of client case studies at the Certified Gold Exchange, and here are a few varied scenarios:

Client 1 – Truck driver from Fresno, California who drives a route between California and Nevada.

Date – February 12, 2003

Spot Price – $355 per ounce

Situation – The prospect called our Los Angeles location and spoke with advisor Joseph Morton. The man said he was 54 years old and lived in a trailer with his mother on a plot of land he owns. He said he lived very modestly and was able to save $300,000 while his mother had saved $50,000. All funds were in his interest-bearing savings account paying 1.4% annually. Concerned about his mother's health that was failing with a worsening Alzheimer problem, he felt he may have to eventually take care of her and only wanted to work for another 3 to 4 years. He did not trust the government and wanted rare coins that would be protected from a government confiscation. His goal was to invest $350,000 over several purchases. After an hour of needs-analysis, advisor Joseph Morton recommended 331 MS-64 Liberties selling for $528 per ($174,768) and 408 American Eagle Proofs selling for $428 per ($174,624) for a total investment of $349,392. Joseph recommended these coins based on the man's desire to hold gold long-term, lack of trust for the government, and fear of gold confiscation. The truck driver went ahead and made the investment, and here's how it turned out:

Portfolio Evaluation

Original value of MS-64 Liberties – $528

Current value of MS-64 Liberties – $2,610

Original value of American Eagle Proofs – $428

Current value of American Eagle Proofs – $2,169

Original investment value – $349,392

Current investment value – $1,748,862

Client 2 – Helicopter company in Texas

Date – December 2, 2003

Spot Price – $402 per ounce

Situation – The owner of the helicopter company called our Albuquerque location and spoke with advisor Michael White. Concerned with the falling dollar and a crumbling economy, he wanted to put both the company's money and his personal money into a gold investment. His plan was to keep some of the funds liquid, yet he wasn't sure if he was going to hold his gold under 14 months or over 14 months. He also wanted some long term strategy in case the economy totally fell apart. For this reason, Michael recommended 62 bullion American Eagles selling for $420 per ($26,040) for the short-term working capital of the company and 96 MS-62 Liberties selling for $535 per ($51,360) as well as 48 MS-62 Saint Gaudens selling for $515 per ($24,720) for long-term protection. The helicopter company owner went ahead and made the investment, and here's how it turned out:

Portfolio Evaluation

Original value of American Eagles – $420

Current value of American Eagles – $1,865

Original value of MS-62 Liberties – $535

Current value of MS-62 Liberties – $2,128

Original value of MS-62 Saint Gaudens – $515

Current value of MS-62 Saint Gaudens – $2,100

Original investment value – $102,120

Current investment value – $420,718

Client 3 – Husband and wife couple in North Carolina

Date – September 30, 2005

Spot Price – $471 per ounce

Situation – The couple called our New York location and spoke with advisor Michael White. They were very worried about their retirement accounts and believed that the government would crash completely. The couple wanted nothing to do with the US Dollar currency. They had quite a bit of money inside and outside retirement accounts, and their goal was to invest in gold that could not be confiscated by the United States Government. After a two hour analysis of goals and needs, Michael recommended 759 American Eagle Proofs selling for $592 per ($449,328) for inside their retirement accounts as well as 36 MS-63 Liberties selling for $565 per ($20,340) and 150 MS-64 Liberties selling for $728 per ($109,200) for physical home delivery. The couple went ahead and made the investment, and here's how it turned out.

Portfolio Evaluation

Original value of American Eagle Proofs – $592

Current value of American Eagle Proofs – $2,169

Original value of MS-63 Liberties – $565

Current value of MS-63 Liberties – $2,250

Original value of MS-64 Liberties – $728

Current value of MS-64 Liberties – $2,610

Original investment value: $578,868

Current investment value: $2,118,771

Client 4 – A retired woman from Minnesota

Date – June, 4 2004

Spot Price – $389

Situation – The retired woman called our New York location and spoke with advisor Kim Cross. She wanted to invest $25,000 in gold for long-term but was not worried of government collapse, instead she was worried about inflation. Kim recommended bullion bars because certified coins were not right for her based on the fact that she said she could sell at any time. We sold her 62 Credit Suisse gold bullion bars at $403 per (24,986) with insured delivery. She called back about a week later to place another order of $300,000 and wanted a discount. Kim explained that we checked all 4 major exchanges and that no price was available less than $14 above the spot price. She said that another dealer was selling the bars $4 below the spot price. Kim advised that it wasn't recommended because no one can buy gold at under spot price and every manufacturer has a price above the spot price.

The client hung up and we never heard from her again. We did send quarterly newsletters which eventually came back after 2 years. We were concerned that something had happened. One year later, her family called us saying that the woman had passed away and that they found several invoices in her house with a large amount of precious metals she had. They had tried calling the other company who had sold her the $300,000 worth of gold, but they were no longer in business. They asked if we could buy back all the gold products and we said yes.

We had the family bring the gold to one of our local dealers in Minnesota and they informed the family that they had 62 authentic Credit Suisse gold bars that were still in the Certified Gold Exchange box, but also had 779 counterfeit bars that were gold clad which were produced by a popular Chinese counterfeiter. From the markings, the counterfeit bars were a high – quality tungsten and gold mixture. The retired woman spent her life savings of $300,000 on fake gold with another company just to save a few dollars per ounce. The $25,000 she purchased from us was the only real gold she ever had. May she rest in peace. Here's how her investment turned out:

Portfolio Evaluation

Original value of Credit Suisse bars – $403

Current value of Credit Suisse bars – $1,818

Original value of counterfeit gold bars – $299,915

Current value of counterfeit gold bars – $0

Original investment value – $24,986 (not including the $299,915 she lost from the counterfeit gold bars)

Current investment value – $112,716



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