Our Proprietary Methodology
Our goals-based portfolios are the starting point we use to build your tailored investment plan. Each of these goals-based portfolios is built with one of three main objectives in mind: capital preservation, income generation, or growth.
The Confidence Score represents the level of confidence Realized believes your overall portfolio has to reach Sponsor income projections.
The Diversification Score is a proprietary measurement that assesses the overall level of diversification in your portfolio according to five different components.