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Fiduciary Portfolio Management

Maximum net return is accomplished through disciplined, long-term investment strategies; we receive no commissions or other incentives to trade or recommend insurance or mutual fund products.

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Charitable Focus

Radix Financial demonstrates a commitment to our community by donating 10% of investment management fees back to 501(c)3 charitable organizations.

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Accelerate Your Savings

Whether you’re ready to roll over an old 401(k) account, begin contributing to a Roth IRA, or are interested in investing for the first time; an online Accelerator account can help you get started.

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Portfolio Management

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.

Fiduciary Consulting

Radix Financial offers ongoing and project-term fiduciary consulting services to trustees, family offices, and non-profit foundation boards.

Accelerator Account

To better serve younger investors who are just starting out, Radix offers a hybrid online investment management platform.

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Amy Hubble

PhD, CFA, CFP®
Principal Investment Advisor

Dr. Amy Hubble is the founding principal at Radix...

Latest Blog Posts

What the Frac is a SPAC?

Submitted by Radix Financial on January 25th, 2021

Happy New Year! 

If you watch or read financial news, you’ve likely heard the Seussical term “SPAC” mentioned a lot in relation to a flurry of new companies coming public over the last year, accounting for approximately half of the IPO filings in the US.    

Tags:
  • Investing
  • Retirement
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What is in the 2019 S.E.C.U.R.E. Act?

Submitted by Radix Financial on January 15th, 2020

At the end of last December 2019, Congress passed what has become known as the “Secure Act.”  This is a clever acronym for the full “Setting Every Community Up for Retirement Enhancement” Act.

Tags:
  • IRA
  • Retirement
  • Secure Act
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Avoiding Big Chute Risk

Submitted by Radix Financial on October 31st, 2019

Ask anyone (Family Feud style) to name a board game about money--most will say Monopoly.

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