Security Apps

Review

Long-term token allocation review

A structured reading of concentration, horizon, and custody constraints across a private long-term token book, delivered as a written allocation memo.

Long-term token allocation review

Who it is for

Private wealth clients, family offices, and collectors who already hold a multi-year token book and need an independent reading before a rebalance, gift, or succession discussion. We assume you are not looking for trade ideas for the coming week.

Result

You receive a long-term token allocation memo that names current concentrations, horizon mismatches, custody and transfer frictions, and a proposed target range for core holdings. The memo is written for a family council or internal investment committee, not for social media.

Scope included

  • Inventory intake of positions you choose to disclose (exchange, self-custody, or both)
  • Horizon and liquidity mapping against stated goals (preservation, estate, staged liquidity)
  • Concentration flags by asset, issuer cluster, and correlated narrative themes
  • Custody and operational notes that affect multi-year holding
  • One live desk session to walk the draft memo
  • Final written allocation memo (PDF)

Scope excluded

  • Brokerage execution or order placement
  • Tax filing or legal opinions (we may note where counsel should be involved)
  • Continuous portfolio monitoring retainers unless separately agreed
  • NFT collection appraisal (available as a companion review)

Provider

Reviews are led by the Security Apps allocation desk in Haeundae-gu, Busan, with a named reviewer for each engagement.

Process

  1. Brief — You outline goals, constraints, and which sleeves of the book are in scope.
  2. Intake — Secure transfer of holdings summaries and custody notes.
  3. Desk work — We reconstruct the book and draft ranges.
  4. Session — We walk the draft with you or your liaison.
  5. Memo — Final written allocation memo delivered.

Preparation

Bring a current holdings export or reconciled list, known lockups, and any family-governance rules that limit concentration or venue. Mark anything that must stay out of scope.

Constraints

We work on disclosed positions only. Undisclosed wallets cannot be reviewed. Market prices in the memo are illustrative as of the draft date and are not a live feed.

Pricing

Fixed engagement fee from ₩4,800,000. Larger or multi-entity books are quoted after the brief. A deposit confirms the calendar slot.

Next step

Request a portfolio review and select the long-term token allocation review. We reply within two business days with availability from the Busan desk.