Quality questions create a quality life. Successful people ask better questions, and as a result, they get better answers.
There are many situations where you may find yourself in need of a financial project manager to help navigate complex issues or situations. Radix Financial offers ongoing and project-term fiduciary consulting services to trustees, family offices, and non-profit foundation boards, including:
- Manager selection and evaluation
- Consolidated performance reporting
- Benchmarked survey of fees
- Document review
- Development of investment allocation and spending policies
- Risk review and identification
- Recommendation of fiduciary best practices
- Educational content development, delivery, and presentation
Our fiduciary consulting services are strictly confidential and are charged at a fixed rate for the service and advice we offer; at no point will you be presented a sales pitch or request for other obligation.