Opportunity Zone Fund

Deferral of Capital Gains
Postpone the payment of federal capital gains tax liabilities until the earlier of the sale of the investment or the end of 2026.

Tax-Free Growth
If held for 10 years, the appreciation on your investment may be tax-free.

Qualified Small Business Stock (QSBS)

Tax-Free Appreciation
Potentially receive tax-free appreciation up to a maximum amount of $10 million by holding your investment for more than 5 years.

Strategic Flexibility
Invest ordinary income or realized capital gains. The appreciation on your investment may be tax free if held for more than 5 years.

Stacked Opportunities

Maximize Tax Benefits
By investing realized capital gains you may be eligible to combine the advantages of QSBS and Opportunity Zone Funds for greater tax efficiency. 

Potential deferral of realized capital gains combined with the shorter time requirement (5+ years – QSBS vs. 10+ years – QOZ) to receive tax free appreciation.

Investors With Capital Gains

Potentially defer your realized capital gains until the end of 2026 by investing in The Wyoming Reserve. Hold your investment for 5+ Years for possible tax free appreciation.

Opportunity Zone Funds provide a unique avenue for reducing immediate tax burdens and maximizing long term growth.

Sound Money Advocates

Invest in a business that aligns with principles of economic stability and wealth preservation.

The Wyoming Reserve offers a tangible, secure investment in the precious metals economy, providing peace of mind in uncertain times.

Opportunity Seekers

Right time, right business, right location, right asset class.

Legacy Focused Investors

Enhance your portfolio with a stable investment focused on long-term growth & security that can be passed on to the next generation. 

Investing in The Wyoming Reserve can provide returns with significant potential tax advantages, which may be advantageous for retirement planning. 

Diversification Enthusiasts

Add a unique tax-advantaged investment to your portfolio with exposure to precious metals. 

The Wyoming Reserve offers a secure and scalable business in a historically resilient sector, which is intended to provide investors with portfolio diversification. 

IRA Investors

Retirement planning can be challenging. The Wyoming Reserve allows IRA investors to potentially protect and grow their wealth by providing access to a 6,000 year old asset class in a secure environment.

Josh P. Phair, Co-Founder and CEO

Josh Phair is Co-Founder and CEO of The Wyoming Reserve. In addition to his responsibilities with the The Wyoming Reserve, Josh also serves as Co-Founder and CEO of Scottsdale Mint, a USA based company focused on the fabrication, contract manufacturing, distribution, and retail sales of precious metals in over 40 countries and spanning 5 continents. An early adopter of digital assets, Josh led the acceptance of cryptocurrencies for precious metals transactions in 2018. Mr. Phair also serves on the Advisory Board of Monarch Wallet and holds a degree in Business Risk Management from Florida State University.

Josh Phair is Co-Founder and CEO of The Wyoming Reserve. In addition to his responsibilities with the The Wyoming Reserve, Josh also serves as Co-Founder and CEO of Scottsdale Mint, a USA based company focused on the fabrication, contract manufacturing, distribution, and retail sales of precious metals in over 40 countries and spanning 5 continents. An early adopter of digital assets, Josh led the acceptance of cryptocurrencies for precious metals transactions in 2018. Mr. Phair also serves on the Advisory Board of Monarch Wallet and holds a degree in Business Risk Management from Florida State University.

Josh P. Phair, Co-Founder and CEO

Miguel Perez-Santalla, President

Mr. Perez-Santalla brings over four decades of expertise in precious metals trading, hedging, and logistics. Before joining the Company, he led Risk Management, Sales, and Marketing at Heraeus Precious Metals, LLC, part of a Fortune Global 500 group. His career also includes leadership roles at BullionVault, Apmex, Inc., and founding Trinity International, LLC. An industry expert, he has been featured in top media outlets and served as President of the International Precious Metals Institute. 

Mr. Perez-Santalla brings over four decades of expertise in precious metals trading, hedging, and logistics. Before joining the Company, he led Risk Management, Sales, and Marketing at Heraeus Precious Metals, LLC, part of a Fortune Global 500 group. His career also includes leadership roles at BullionVault, Apmex, Inc., and founding Trinity International, LLC. An industry expert, he has been featured in top media outlets and served as President of the International Precious Metals Institute. 

Miguel Perez-Santalla, 
President

Mark Hartig, Chief Financial Officer

Mark Hartig, CFO of the Company, brings extensive experience in corporate finance, accounting, and precious metals management. He previously served as Corporate Controller at 366 Metals Management, overseeing precious metals reclamation, and held key financial roles at Mairec Precious Metals US and BRAWO USA. Mark has managed finances for multimillion-dollar companies across the US, Canada, and Europe, and has established US operations for international firms. He also serves on the board of Egg-in-a-whole Holdings, LLC, a family office. Mark holds a Business Administration degree from the University at Buffalo, with concentrations in Accounting, Finance, and Management.

Mark Hartig, Chief Financial Officer

David McMaster, Co-Founder and COO

Dave McMaster is Co-Founder and COO of The Wyoming Reserve. In addition to his responsibilities with The Wyoming Reserve, Dave also serves as Chief Legal Officer and Vice President of Scottsdale Mint. During his tenure at the Mint he has expanded Scottsdale Mint’s global reach securing partnerships with central banks and Fortune 500 companies. Previously, he served as President and General Counsel for Uncommon Giving Corporation. Mr. McMaster began his career in Washington, DC where he worked at the White House and the U.S. State Department. He holds a J.D. from the University of Kansas and is licensed to practice law in the states of Wyoming, Kansas, Missouri (inactive) and Arizona (in-house counsel).

Dave McMaster is Co-Founder and COO of The Wyoming Reserve. In addition to his responsibilities with The Wyoming Reserve, Dave also serves as Chief Legal Officer and Vice President of Scottsdale Mint. During his tenure at the Mint he has expanded Scottsdale Mint’s global reach securing partnerships with central banks and Fortune 500 companies. Previously, he served as President and General Counsel for Uncommon Giving Corporation. Mr. McMaster began his career in Washington, DC where he worked at the White House and the U.S. State Department. He holds a J.D. from the University of Kansas and is licensed to practice law in the states of Wyoming, Kansas, Missouri (inactive) and Arizona (in-house counsel).

David McMaster, Co-Founder and COO

Brian Bannister, Co-Founder and CIO

Brian Bannister is Co-Founder and CIO of The Wyoming Reserve. Brian simplifies complex investment strategies for advisors, family offices, high-net-worth individuals, and corporate treasuries. With nearly two decades of experience in equities, options, futures, precious metals, and digital assets, he leads the Company's trading strategies. In addition to Brian’s responsibilities with The Wyoming Reserve he is also a Senior Advisor to a Major League Baseball team. Brian is a former Major League Baseball pitcher, who played for the New York Mets and Kansas City Royals before moving onto the coaching side as Vice President of Pitcher Development   for the Boston Red Sox and Director of Pitching for the San Francisco Giants during some of their most successful seasons. Mr. Bannister holds his FINRA Series 3 license, is a graduate of the University of Southern California.

Brian Bannister is Co-Founder and CIO of The Wyoming Reserve. Brian simplifies complex investment strategies for advisors, family offices, high-net-worth individuals, and corporate treasuries. With nearly two decades of experience in equities, options, futures, precious metals, and digital assets, he leads the Company's trading strategies. In addition to Brian’s responsibilities with The Wyoming Reserve he is also a Senior Advisor to a Major League Baseball team. Brian is a former Major League Baseball pitcher, who played for the New York Mets and Kansas City Royals before moving onto the coaching side as Vice President of Pitcher Development   for the Boston Red Sox and Director of Pitching for the San Francisco Giants during some of their most successful seasons. Mr. Bannister holds his FINRA Series 3 license, is a graduate of the University of Southern California.

Brian Bannister, Co-Founder and CIO

Ron Baldwin, Chairman of the Board

Ron Baldwin is the Chairman of the Board, with over 48 years of experience in building and growing companies. He founded CrossFirst Bank in 2007, growing it to $4 billion in assets and raising over $350 million in capital. Previously, he served as President and COO of Intrust Bank, where he helped increase assets from $1.2 billion to $3.2 billion. Ron also founded Uncommon Giving, a social impact platform, and remains on its board. He has led the acquisition of over 60 banks throughout his career and is an active board member of Kanakuk Ministries. Ron attended Wichita State University and is a former CPA.

Ron Baldwin is the Chairman of the Board, with over 48 years of experience in building and growing companies. He founded CrossFirst Bank in 2007, growing it to $4 billion in assets and raising over $350 million in capital. Previously, he served as President and COO of Intrust Bank, where he helped increase assets from $1.2 billion to $3.2 billion. Ron also founded Uncommon Giving, a social impact platform, and remains on its board. He has led the acquisition of over 60 banks throughout his career and is an active board member of Kanakuk Ministries. Ron attended Wichita State University and is a former CPA.

Ron Baldwin, Chairman of the Board

Let's Talk!

Thank you for your interest in investment opportunities at The Wyoming Reserve.  Our offerings are Private Placements exempt from registration under Regulation D of the Securities Act of 1933, as amended, and can only be offered to accredited investors and advisors.

To discuss the investment opportunity and receive our Private Placement Memorandum, submit this form and we will be in touch!

What are the tax benefits of investing in The Wyoming Reserve?

Investing in The Wyoming Reserve allows you to take advantage of the Qualified Small Business Stock (QSBS) tax-free appreciation, potentially excluding up to 100% of Federal capital gains on your investment after a five-year holding period. Additionally, as an Opportunity Zone business, there may be further tax deferrals and reductions available, enhancing the overall tax efficiency of your investment.

How does The Wyoming Reserve differ from directly investing in gold or silver?

An investment in The Wyoming Reserve offers 3 distinct advantages above and beyond an individual investing directly in physical gold and silver: 

• Potential tax-free appreciation
• Investment and anticipated growth in an operating business
• Exposure to the appreciation of precious metals owned by the company that are fully insured and securely stored in its facility in Wyoming

This allows investors exposure to the 'gold economy' without the burden of holding physical assets, while also benefiting from potential tax advantages and long-term capital growth within a tax-advantaged Opportunity Zone structure.

Who qualifies to invest in The Wyoming Reserve?

The Wyoming Reserve is only open to accredited investors, which typically includes individuals or entities with a certain level of financial sophistication and resources. Accredited investors can potentially benefit from the unique tax advantages and diversification opportunities provided by this investment.

What makes The Wyoming Reserve a secure and stable investment?

The Wyoming Reserve operates in a stable and historically resilient industry—precious metals storage. The Wyoming Reserve believes the business is structured to provide consistent returns through its secure and professionally managed facility, offering a hedge against economic volatility while maximizing tax benefits through QSBS and Opportunity Zone advantages.

How does this investment fit into a diversified portfolio?

Investing in The Wyoming Reserve adds a unique asset class to your portfolio, providing diversification beyond traditional stocks and bonds. The Wyoming Reserve believes that it offers a hedge against inflation and market volatility, as well as exposure to the broader precious metals economy, all within a tax-efficient investment vehicle.

How do gold and silver perform during economic uncertainty?

During uncertain economic times, gold and silver usually perform well as safe-haven assets. Investors seek these metals to protect their wealth, driving up demand, prices, and secure storage needs, especially during periods of inflation and market volatility.