Here’s what you can expect from the Realized Private Client program
A Dedicated Team
A dedicated team assigned to building a custom investment portfolio based on your specific income needs, risk tolerance, tax situation, and investment goals. This team will consist of:
- Vice President of Wealth Management
- Private Client Associate
- Dedicated Research Analyst
Personalized Due Diligence Meeting
An in-depth due diligence meeting at your preferred location or at our office in Austin, TX, courtesy of Realized.
In-Depth Analysis And Reporting
In-depth portfolio analysis and custom market and submarket reporting.
Account Review Meetings
Semi-annual account review with your dedicated Wealth Management team.
Access to exclusive investment offerings and Sponsors not typically available to other investors.