Six Steps. No Surprises.
Every client follows the same process. Clear expectations at every stage.
A 15-to-20-minute phone call. No obligation. We listen to your retirement goals, answer your questions, and help you decide if a managed crypto IRA fits your plan.
No pressure. No sales pitch. Just a direct conversation.
We handle the paperwork. We establish your self-directed IRA with a qualified custodian and walk you through every document before you sign. You stay informed. We do the heavy lifting.
Direct rollover from your 401(k), 403(b), TSP, or Traditional IRA. All eligible. We coordinate with your existing provider to make the transfer seamless. No tax penalties on direct rollovers. No disruption to your retirement timeline.
Once funded, Animus AI begins monitoring and managing your portfolio. Allocation targets are set based on market conditions and your account profile. The system is live. Around the clock.
24/7 monitoring. Automatic rebalancing when volatility spikes. Risk management protocols that don't take weekends off. You don't need to watch the market. That's our job.
Plain English reports delivered every quarter. Every trade visible. Every decision explained. Full transparency, zero jargon. You always know what happened and why.
Most Accounts Are Fully Funded and Active Within 2-3 Weeks.
The timeline depends on your existing provider's transfer speed. We stay on top of it so you don't have to. From consultation to active portfolio, the process is measured in days — not months.
What We'll Ask
Basic personal information and your existing retirement account details. We'll tell you exactly what's needed during your consultation.
What We Handle
All custodial paperwork, account establishment, rollover coordination, and AI configuration. You review and approve. We execute.
Your Time Commitment
One 15-20 minute call, plus a few minutes to review and sign documents. After that, the system runs itself.
