Real Estate Acquisitions Manager

CRF Asset Management

Asset management refers to the professional management of investments, CRF offers you high-touch client service, exceptional performance potential and careful risk management.

We can help you meet your goals through our full range of active and passive investment solutions and CRF services across the capital market spectrum. We are with you when you want help managing your wealth.

Investors worldwide are turning to CRF, a multi-asset class investment manager. The key to successful investing is choosing unique strategies that fit your needs.

We are Intelligent, conceptual thinkers with a passion for working with numbers and data sought for exceptional training opportunity. This intense learning opportunity will teach all about how the company invests (asset classes/products/strategies) while analyzing portfolio performance and allocation, improving reporting content, systems and so much more!

We help you meet your goals by combining experience and technology to identify the strategy that best suits you.

Asset Management firms are companies that invests its clients' pooled fund and CRF gives you total management control over your entire portfolio.
 

What is a managed portfolio?

A managed portfolio gets you a professional manager and puts you in charge of your assets. It can be an ideal way to simplify investing.

An investment plan designed for you

With Fidelity's Portfolio Advisory Services, our professionals work closely with you to evaluate your financial situation and define your goals. Then, by determining which managed portfolio is appropriate, we develop an investment plan to help you reach your goals.

Asset and Inventory Management Software

CRF has an integrated solution along with the basic help desk. With the integrated Asset Management, CRF provides you with an accurate inventory of all the hardware, software assets in your organization.

Fixed Services

When it comes to verifying your fixed asset information, what are your choices? Few organizations have the internal resources available to properly assess fixed asset inventory – especially when there may be years of questionable data to reconcile. There are software-based fixedCRF solutions out there designed to improve data quality, but none offers the validation of a physical inventory. And there are firms who offer statistically sampled inventory services, but the results are estimates at best.

There is no substitute for our services

There’s just one way to dispel any uncertainty about the financial accuracy of your fixed asset records. A wall-to-wall fixed asset inventory and reconciliation (FAIR) from CRF is the definitive best practice for validating data quality for fixed asset management. Best of all, it isn’t a costly or time-consuming process. Our services pay for themselves many times over in tax and cost reductions – and we have customer success stories to prove it.

Our fixed and inventory services will help you:

• Ensure database accuracy for financial reporting, asset tracking, compliance documentation, and personal property tax mitigation

• Eliminate asset problems that arise from unrecorded asset retirements

• Verify, correct and fortify the data in your corporate information systems

• Validate fixed asset data

• Minimize taxes via cost segregation services

• Get an accurate baseline for business process improvements

Interested in find out what your assets are worth? We can provide a certified opinion of the fair value of your assets through our valuation services.

Planning - We begin by assessing your business drivers and objectives – taking the time to understand your business and goals.

Work Plan - We then create a formal inventory work plan to define the scope,, objectives and expected deliverables of our engagement, scheduling activities to minimize operational disruption.

Physical Inventory - Our trained personnel record all in-scope fixed assets. They are recorded to assure data is accurately captured for the reconciliation phase.

Reconiliation – Data gathered during the inventory is compared to what is recorded in your financial database. Discrepancies are investigated and componentization and classification strategies can be applied to optimize tax mitigation.

Reporting – We then deliver detailed reports containing all pertinent asset statistics, unrecorded asset activity, and recommendations for improvements.

Tax Reporting – For clients who wish to optimize tax benefits, we can then complete tax reports.

Our 3 most popular portfolios are the following programs:

Project Funding Program

Cash Flowing Properties Program

Earn Double Digits Program

But we have over 30 more programs, but we form it to the clients needs.

Investment Management

CRF offers you high-touch client service you'll find nowhere else, exceptional performance potential and careful risk management.

We can help you meet your goals through our full range of active and passive investment solutions and CRF services across the capital market spectrum.

Learn more about our full array of Asset Class Capabilities. We offer you the asset-class diversification to reduce your risks and better meet your investment goals.

Managing, Servicing, and Administering Assets for You, Your Family, Your Organization

Our disciplined approach to investment management begins by assessing your life goals, risk tolerance, liquidity needs and other factors. Then, in collaboration with you, we create an investment program that includes a broad array of asset classes and investment categories to meet your investment objectives, from current income generation to maximizing capital growth.

• Manage assets

• Manage risk

• Reduce tax liability

• Maintain liquidity

We design your investment portfolio using the best investment solutions for your situation.

Our five-step investment process is focused on you

Strategies Designed for You

We take the time to understand your individual goals and needs and create your investment portfolio using the best investment solutions for your situation.

1. Identify your goals

• Identify liquidity needs

• Assess tolerance for risk and discuss time horizon

• Establish income targets

• Review investment preferences

2. Design your portfolio

• Identify return objectives and ranges of volatility

• Identify investment strategy

• Set asset allocation

• Determine performance benchmarks

• Create investment policy statement

3. Construct your portfolio

• Conduct security and manager research

• Construct diversified portfolios

• Combine securities and managers in optimized proportions

4. Manage your portfolio

• Replace securities and managers that fail to meet objectives

• Monitor continued compliance with investment guidelines

5. Evaluate and discuss

• Examine the market for new ideas

• Monitor changing trends, market conditions and legislation

• Communicate and discuss

• Determine performance benchmarks

Protecting your financial security today and for generations to come for your family

CRF Asset Manager Duties:

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Plan for the Future with Confidence

As a leader in trust and estate services, we work with you and your advisors to create sophisticated wealth transfer strategies. Effective estate planning enables you to minimize the impact of taxes on your estate and can also help protect your assets from unexpected health, personal and business risks.

• Wealth transfer planning

• Custom trust solutions

• Trust administration

• Estate settlement services

• Guardianship services

• Family business services

• Real estate and agricultural services

• Minerals, oil and gas management

Helping you achieve a wide variety of wealth management and wealth transfer objectives.

Ensuring that your wealth is transferred as you desire and that your loved ones are protected.

Offering broad-based expertise in the management of nonfinancial assets.

Helping you achieve a wide variety of wealth management

You can count on our professionals to conscientiously administer your trust according to your intentions. We have expertise in administering a wide range of sophisticated trusts to help families achieve their wealth management and wealth transfer goals.

• Accounting and reporting

• Investment management

• Tax-related responsibilities

• Duties to beneficiaries

• Estate settlement

We help finance, build, and mentor our teams but firmly realize that it's the founders and individuals in the day to day operations of the company who are most instrumental in building a large, long-term business.

SUBMIT A BUSINESS PLAN - If you would like CRF to consider your company for early stage funding, then the first step is to submit an executive summary (shortened business plan numbering 2-4 pages) or a business plan that includes full resumes of the key founders, as well as the following details:

• Investment size and structure requested

• Description of the product or service

• Brief history of the company

• Business and marketing strategy

• Analysis of the market and the competition

• Full resumes of key management (highlighting industry and market expertise)

• Current financial statements and projections

This should be a working document for the company, used in long-term planning, not simply a sales tool for fund raising.

If you would like to submit an electronic version of your business plan for CRFs consideration, please use the form below and e-mail it with your materials: It may take us 30 to 45 days to funding.

We do sign Non-Disclosure Agreements (NDAs). However, we always are careful to keep all material confidential.

Take control of your situation – email info@acquisitionsmanager.com 

Once submitted, your information will be sent to an CRF professional in who will contact you to discuss your inquiry.

We value your privacy and will keep all your information completely confidential.