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.
Your portfolio is visible 24/7 through sFOX. Every trade, every balance, every transaction — the moment it happens. Full transparency, around the clock.
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.
