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
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
Capital remains in the investor-owned broker account
Regime, liquidity, risk and opportunity are evaluated across assets
Asset weights adapt within a defined risk budget
The objective is risk-aware dollar-denominated return
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
A potential allocation during inflationary, uncertain or favorable liquidity regimes
A source of growth exposure when the macro and market regime supports equity risk
Tactical digital-asset exposure within explicit portfolio risk limits
Defensive capital and liquidity are active components of portfolio construction
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
The investor-owned account connects to a standardized NOERA multi-asset strategy through broker copy trading
The investor account is managed through broker API access within a dedicated risk budget and mandate
Prime can change portfolio weights as market conditions evolve. Cash is an active decision when the opportunity-to-risk relationship is unattractive
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