CognitiveIQ

Allocation Review Session

A structured half-day review of offline wallet sleeves, target weights, and the decisions recorded in your performance journal.

  • Duration: 3.5–4 hours
  • Fee basis: From ₩780,000 per session
  • Format: In-person (Seoul) or remote video
  • Location: 55 Mugyo-ro desk or private remote room

Who this is for

Self-custody investors who already keep holdings in offline wallets and want a calm, research-led read of allocation drift — not trade signals, not exchange dashboards, and not custody of your keys.

What you leave with

A written session brief covering:

  • Current sleeve weights versus the rules you stated at the start
  • Notes on concentration, idle stable balances, and forgotten dust positions
  • Journal entries drafted during the session so the trail continues after you leave
  • A short list of decisions you chose — not recommendations we force

What is included

  • Pre-session questionnaire (no key material; position summaries only)
  • Facilitated review against your own policy document or verbal rules
  • Side-by-side journaling of each material change you consider
  • Printed or PDF brief within two business days

What is excluded

  • Trading on your behalf
  • Tax filing or legal opinions
  • Hardware wallet setup or firmware support
  • Continuous monitoring between sessions

How the session runs

  1. Opening (30 min) — Restate your holding horizon, risk limits, and any hard constraints (illiquidity, estate plans, geographic custody).
  2. Ledger walk (90 min) — Review each offline wallet sleeve using your summaries. We annotate performance notes against the journal format CognitiveIQ uses.
  3. Allocation pass (60–75 min) — Compare actual weights to targets. Discuss only changes you are willing to document.
  4. Close (30 min) — Capture open questions and the next review window.

Preparation

Send position summaries (asset, approximate weight, wallet label, acquisition window if known) at least three days ahead. Bring prior journal pages if you have them. Leave seed phrases and devices with recovery material at home.

Duration and location

Sessions run 3.5–4 hours with a short break. Meet at our Jung-gu desk or join by video from a private room. Remote sessions use the same agenda and deliver the same written brief.

Fee basis

From ₩780,000 for a standard single-wallet-group review. Multi-entity or multi-jurisdiction holdings are quoted after the questionnaire. See Fees for estimate factors.

Next step

Request a review date and name “Allocation Review Session” in the form. We confirm availability within two business days.

Ready to schedule?

Tell us which consultation you need and we will reply within two business days.

Request this consultation