Larry Calicchio Expands Portfolios as Director of Client Relations at SDIRA Wealth

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Self-directed investment firm SDIRA Wealth’s Larry Calicchio empowering clients with new assets, as its head of Client Relations.

Larry Calicchio

With the rapid growth and expansion it has become more important than ever to ensure our continued commitment to our client and provide meaningful and competent solutions.

Fast growing alternative investment firm SDIRA Wealth has tasked Larry Calicchio with the company’s Client Relations and overseeing all the independent property managers on the ground for its self-directed, income producing real-estate investments designed for retirement accounts. This move will provide a stronger backing for wealth and financial advisors looking to present a passive solution yielding higher returns.

The new Director of Client Relations at SDIRA Wealth brings an experienced resume of high-volume property management and an impressive track record of customer satisfaction. He has been heralded as one of the “People on the Move” by Chicago Business Journal. Within the firm, he has been awarded for his diligence and commitment to the client experience. His colleagues have referenced him as a key player behind the company’s success and an important asset as the company continues to scale and reach more Americans with its retirement solution.

Calicchio serves as the chief liaison between on-site property management and individual investors as well as the firm’s expanding client base with their wealth advisor partnerships. Calicchio and his team supervise the local property management for each of their income producing rental properties in 14 states and 40 plus cities across the country. This includes assisting with lease renewals, managing vacancy and occupancy rates and negotiating work orders. In addition, ensuring monthly statements are readily available through SDIRA Wealth’s award winning online dashboard technology and keeping clients and wealth advisors tuned into opportunities within each portfolio.

Calicchio commented, “With the rapid growth and expansion it has become more important than ever to ensure our continued commitment to our client and provide meaningful and competent solutions. I love that our clients can use my knowledge and expertise for their own benefit which allows them to truly enjoy our strategy as a passive investment.”

SDIRA Wealth continues to stand in a league of its own with Calicchio at the helm of Client Relations providing a seamless investment experience. As any experienced investor or wealth advisor knows, the real difference in asset and portfolio performance comes down to execution and daily asset management. This is an area in which SDIRA Wealth appears to be excelling, with a lineup of accomplished executives, and an award winning technology that provides an instant and transparent view of individual portfolios at a property specific level.

SDIRA Wealth specializes in empowering financial advisors across the country to deliver their clients access to high return, passive income producing real estate within their retirement investment portfolios. This is typically achieved through tax saving, self-directed IRAs and 401ks, and residential income property with non-recourse financing available for leveraging and scaling portfolios faster.

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Hayley Neeley
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