How It Works
Select your dedicated Portfolio Advisor and complete the process in five simple steps.
Schedule your 1st Consultation
The first step is to select the Master of Wine of your choice. Charles Curtis is a specialist in Champagne and Burgundy, Colin Gent is an expert on Bordeaux and Port, and Rod Smith has in-depth knowledge of Bordeaux and the Rhone. The Advisors meet together regularly and share information and reports. You then book a 1-hour Zoom consultation with your selected Advisor. This is the first of two zoom sessions you will have with them. The fee is $1,000 USD.
Important: Consultation fees are refunded for investments over $100,000 USD
1st Consultation - Discuss Your Goals
During your first consultation with your Master of Wine you can explain your goals, your interests in specific wines or regions, and your budget. Your Portfolio Advisor will listen, advise, and provide you with our latest market insights. You can ask any questions about storage, insurance, logistics, and reselling. After the Zoom, your Master of Wine will email you a suggested portfolio of wines, with specific Chateaux, Domaines, and Houses, along with recommended vintages, volumes, sources, and total spend.
2nd Consultation – Discuss the Recommended Portfolio
After you have received and digested your personalized purchasing strategy, you can schedule a second Zoom to discuss it with your Portfolio Advisor, using the online calendar. This second meeting is your opportunity to ask more detailed questions about the wines, volumes, sources, prices, and more. We stress that your Portfolio Advisor has no vested financial interest in whether you purchase any wine or not. They are simply compensated for their time to advise you.
Important: There is no obligation to buy any wine or follow the Portfolio Advisor's recommendations.
Decide if you will purchase
You decide if, when, and what you want to purchase. If you want to place an order, you will contact James Cluer MW by email with your request. We welcome you to request a Zoom meeting with Mr. Cluer. At Fine Vintage we like to know our clients personally and have systems of checks and balances. We will then immediately check there is still availability of the wines and then send you an invoice. We add a 7.75% margin to each wine, the lowest in the industry. After receiving your payment, we immediately purchase the wines from the supplier.
Finalize the Transaction
All wines are then shipped to London City Bond (LCB) in England. This is the world’s premier fine wine warehouse. Your wines will be inspected by Liv-Ex to ensure their authenticity and check their condition. Once the wines pass the rigorous inspection, we finalize the transaction with Liv-Ex. Your wines are now stored at London City Bond in England, where you can go and inspect them by appointment. From here on, if you are a PLATINUM member (over $100,000 invested), you can contact your Portfolio Advisor on demand and will receive quarterly market reports and valuations. If you are a GOLD member, you can schedule a zoom meeting on-demand for $500 USD. We recommend a minimum investment of $15,000 in order to acquire a reasonable volume of wine and maximize the benefits of our service.