NOERA PRIME · GLOBAL CAPITAL MANAGEMENT

Don’t just hold dollars
Put dollar capital to work

NOERA Prime is designed for investors who hold dollar capital as a store of value and want to take the next step. Capital remains in the investor-owned broker account while NOERA identifies attractive markets, allocates dynamically and manages risk with the objective of generating dollar-denominated returns

GLOBAL OPPORTUNITY SET
Au
GoldPRECIOUS METALS
OPPORTUNITY
S&P
US EquitiesGLOBAL EQUITY
SELECTIVE
BitcoinDIGITAL ASSETS
TACTICAL
FI
Fixed IncomeDEFENSIVE YIELD
DEFENSIVE
$
CashUSD RESERVE
RESERVE
THE IDEA

Dollar capital should not depend on one market

Prime adds an active management layer to investor-owned dollar capital. Rather than assuming one asset should always be held, NOERA evaluates where risk is worth taking and where capital should remain defensive

01 · CAPITAL
Your dollar capital

Capital remains in the investor-owned broker account

02 · INTELLIGENCE
Markets are continuously assessed

Regime, liquidity, risk and opportunity are evaluated across assets

03 · ALLOCATION
Capital moves toward opportunity

Asset weights adapt within a defined risk budget

04 · RETURN
Results are measured in USD

The objective is risk-aware dollar-denominated return

GLOBAL OPPORTUNITY SET

One portfolio
multiple sources of opportunity

Gold, US equities, Bitcoin, fixed income and cash can play different roles across market regimes. Prime treats cash as an allocation decision, not a failure to invest

Au
GoldREAL ASSET / DEFENSIVE
Au

A potential allocation during inflationary, uncertain or favorable liquidity regimes

S&P
US EquitiesGROWTH / EARNINGS
EQ

A source of growth exposure when the macro and market regime supports equity risk

BitcoinDIGITAL / HIGH BETA
BTC

Tactical digital-asset exposure within explicit portfolio risk limits

FI
Fixed Income & CashYIELD / DEFENSIVE
FI

Defensive capital and liquidity are active components of portfolio construction

EXECUTION MODEL

Two service levels
one ownership principle

Smaller accounts can use a standardized Managed Strategy through broker copy-trading infrastructure. Larger accounts can use API-based individual management with investor-specific mandates. The $30,000 threshold remains a product assumption pending final launch economics and broker requirements

PRIME MANAGED STRATEGY · < $30K

Simple, scalable execution

The investor-owned account connects to a standardized NOERA multi-asset strategy through broker copy trading

ExecutionBroker Copy Trading
PortfolioStandardized
MandateStrategy-level
PRIME MANAGED ACCOUNT · $30K+

Individual capital management

The investor account is managed through broker API access within a dedicated risk budget and mandate

ExecutionBroker API
PortfolioIndividual
MandateInvestor-specific
DYNAMIC ALLOCATION

The objective is not to stay fully invested
It is to put capital where risk is worth taking

Prime can change portfolio weights as market conditions evolve. Cash is an active decision when the opportunity-to-risk relationship is unattractive

Gold22%
US Equities28%
Bitcoin12%
Fixed Income20%
Cash18%
Illustrative allocation only · not a recommendation or live portfolio
OWNERSHIP & CONTROL

Your capital
Your account
Your control

Capital is not transferred to NOERA. The brokerage account remains investor-owned. Managed Strategy uses broker copy-trading infrastructure; Managed Account uses defined broker API permissions

Begin Prime Assessment →