I have gotta make money and save it. And I have to do that thing that rich people do where they turn money into more money. Can you teach me how to do that?
How much money do i have to have to invest with you?
Investment managers have historically focused only the demographic of people in the “distribution phase” of their investing lifecycle because older retirees are the only ones with enough money built up to be able to afford professional management. The rest of us are left to our own devices, which can be a daunting task.
Now, as younger people begin to build up cash in savings, payoff student debts, start families, and adopt a more mature attitude towards savings--technology makes managing investments easy. Many low cost online “robo-advisor” solutions exist, and if you adopt and stay with the model algorithms, you will most likely do just fine.
However, we feel that when it comes to investing, there is comfort in knowing your money is managed by a person you know and trust to make better decisions than you can on your own.
To fill this need, Radix has invested in software solutions that reduce the operational time involved in managing “smaller” accounts and are excited to offer a hybrid online investment management platform (“Accelerator”) which better allows us to serve this demographic.
Accelerator account features include:
- Paperless account opening and funds transfer through DocuSign
- Investment in one of Radix Financial’s proprietary asset allocation models, based on customized risk and return objectives
- Portfolio monitoring and automatic rebalancing
- Automatic savings ACH'd directly from your bank account to your investment account*
- Online statements and trade confirms
Whether you’re ready to rollover a 401(k) from a previous employer, open and begin contributing to a Roth IRA, or begin investing for the first time, Accelerator can help you get started!
*Managed Accelerator accounts require an annual household savings commitment, and are subject to a minimum monthly fee of $50.