Most people are surprised to learn that I do not like roller coasters. Not at all. So much, that I’ve been known to bring a book along to a group trip to Frontier City or Six Flags. Even though my mind knows they’re safe, my stomach often disagrees, so I generally prefer to skip the lines and relax in the sunshine.
After a thorough analysis of each client’s individual goals, income needs, time horizons, risk tolerance, and taxable considerations; a customized asset allocation is built with diversified equity and fixed income securities.
There are many situations in life where you may find yourself in need of a “financial project manager” to help you navigate a complex issue or situation.
To better serve younger investors who are just starting out, Radix offers a hybrid online investment management platform with no minimum account values.