Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Politz is an Investment Advisor Representative with Cresset Asset Management, LLC, a firm headquartered in Chicago, Illinois. Robert has been in the industry since 2019. Robert is also a Certified Financial Planner. Robert's firm manages assets for individuals, families, businesses, and charitable organizations. Robert specializes in various financial areas, including retirement planning, college savings, estate planning, and insurance. Cresset Asset Management, LLC, has a strong track record of success, managing over $50 billion in assets. Robert is committed to providing his clients with the highest level of personalized service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/19/2023 - Present
Cresset Asset Management, LLC (Austin TX)
IA
Issued 10/09/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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