Portfolio diversification is the practice of spreading investments around so that exposure to any one type of asset is limited. Personalized portfolios refer to the creation of a portfolio that is tailored to a client’s investor profile, preferences, and goals. Tax loss harvesting is the timely selling of securities at a loss to offset the amount of capital gains tax owed from selling profitable assets. An individual taxpayer can write off up to $3,000 in net losses annually. Tax loss harvesting does not apply to short-term trades subject to the wash sale loss rule. At CVE Capital Corp, tax loss harvesting is done where applicable; however, the majority of trades made in client accounts are subject to the wash sale loss rule and do not qualify for tax loss harvesting. In these cases, losses, if any, are used to offset the cost basis, resulting in a lower amount of capital gain, if any. Dynamic portfolio adjustments are defined as actions taken to optimally position a client portfolio for changing market conditions based on their investor profile and risk tolerance. Automated risk management is defined as the automatic adjustment of client portfolio risk levels (such as net exposure, beta, and R2) in response to market conditions. Responsive downside protection is defined as actions taken in response to market conditions to protect clients from losses. Dynamic asset allocation is defined as active portfolio rebalancing to maximize gains and minimize losses in response to market conditions. Automated portfolio hedging is defined as the management of net exposure and long/short positions to hedge portfolios against potential market drawdowns.
Close buttonClose button

This is the current 30-day yield SEC yield of JAAA, the high-yield fund we invest in for Smart Stash. This yield will fluctuate and is not a forecast or guarantee of future earnings. This fund trades on the open market and is therefore subject to market price fluctuations. Although the fund's price has exhibited a low volatility level over the past 5 years, the principal investment into the fund may experience a loss in market value, which is not accounted for in the chart. The yield shown is pre-tax and before fees and expenses. Actual earnings after taxes and fees will be lower and depend on numerous factors, including the magnitude of fees and expenses, the frequency of compounding, variability of the yield, and individual tax situations. On an after-tax, post-fee basis, the yields of the products shown in the chart could be the following: 1) Savings Account: 0.25%, 2) Wealthfront: 2.43%, 3) Betterment: 2.43%, 4) CVE Capital Corp: 3.58%.

Close buttonClose button
Inflation-Oriented Alternative to Traditional Capital Storage

A Strategic Anchor
for Private Wealth

Preserve purchasing power while keeping your capital resilient, liquid and institutional.

[Request a Preservation Review]

Pre-Tax Yield After-Tax Yield Annual Fees Take Home on $100,000
CVE Capital Corp Full logo
5.31%
3.50%
 None
$3,500
High-Yield Savings Account 4.60% 2.63% - $2,635
National Savings Account Average 0.46% 0.26% - $263
Disclaimers

Smart Vault vs. others

3.25%
3.25%
3.66%
Disclaimer
Close

Smart Vault invests in short-term U.S. Treasury exposure through an exchange-traded fund (ETF). Yield information reflects the ETF’s most recently reported 30-day SEC yield as of the stated date and is subject to change. Yield is not guaranteed and does not represent total return. The ETF trades on the open market, and its share price may fluctuate; principal is not guaranteed and may decline. Comparisons to savings accounts or other cash alternatives are provided for informational purposes only. Yields shown are before fees and taxes; actual returns after fees and taxes will be lower and depend on individual circumstances.

Your capital should remain resilient.

The Preservation Mandate:
Protect Your Purchasing Power

Our Preservation Mandate allows you to allocate strategic reserves to an actively managed inflation-hedge strategy within your CVE Capital account, keeping Capital liquid while seeking higher resiliency than traditional cash.

Built for Modern Macro Environment

Traditional cash accounts often struggle to preserve value over time. Our mandate protects strategic reserves by providing institutional-grade capital resiliency.

Seamlessly Integrated With Your Portfolio Mandate

Our Preservation Mandate resides within your existing CVE Capital account, making it easy to manage resiliency alongside your investments without opening another account or moving funds.

Our clients work at top companies like:

Strategic Inquiries & Methodology

Technical clarity on our institutional preservation framework and stewardship mandate.

What is the Strategic Preservation Mandate?

This mandate is a systematic allocation strategy that provides exposure to physical gold and defensive instruments for capital held in your CVE Capital account. It is designed for strategic reserves that require Purchasing Power Protection while remaining liquid within your institutional portfolio.

How is this different from a high-yield savings account?

Retail savings accounts often fail to outpace inflation. Our mandate offers a sophisticated approach to managing reserves, using Gold and Hard Assets to pursue real capital resiliency while keeping funds accessible within your managed CVE Capital portfolio.

Is CVE Capital Corp a bank or FDIC insured?

No. CVE Capital Corp is an independent Investment Advisor and Private Equity firm, not a bank. We do not provide FDIC insurance; instead, we provide Fiduciary Stewardship and institutional-grade risk management for your private legacy.

Can I access my strategic reserves at any time?

Yes. The Preservation Mandate does not utilize lock-up periods, and capital remains accessible within your CVE Capital account. Because we utilize market-based defensive instruments, liquidity is subject to standard market conditions and institutional settlement timing.

Require further technical clarity on our Inflation-Hedge mandates

Speak with a Strategy Architect to review our institutional framework.

[Request a Strategic Consultation]