Cayman Wealth Management

^{OUR APPROACH}
FROM GOALS TO GROWTH – A CLEAR PATH FORWARD

Our Cayman Wealth Management service blends thoughtful planning with disciplined portfolio management—helping you grow and protect wealth while keeping your goals at the center.

Investment Management

For global clients, investment management begins with the First Pillar Fund. First Pillar is designed for non-US persons and entities seeking a streamlined, tax-efficient path to global markets. This single, professionally managed strategy blends:

Active U.S. Equity Core

Concentrated portfolio of high-quality large-cap companies with strong profitability and competitive advantages.

Passive Global Diversification

Efficient exposure to international markets via low-cost ETFs.

Fixed Income & Alternatives

Investment-grade bonds and uncorrelated assets to help reduce volatility and improve risk-adjusted returns.

Options Overlay

Dynamic covered calls on core holdings to generate additional yield and manage downside risk.

With online subscription documents, rapid KYC approval (often within 48 hours), and monthly liquidity, investing becomes straightforward, transparent, and efficient.

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Financial Planning

For global clients, investment management begins with the First Pillar Fund. For high-net-worth families who want a deeper understanding of their overall financial picture, we offer Financial Planning as an optional service enhancement to investment management. Here’s how the process works:

1. Initial Compatibility Call

Your journey begins with a complimentary, confidential call or meeting. This is your opportunity to share your financial priorities and ask questions about how Radix works. It’s also our chance to make sure the services we offer align with your needs—without pressure or obligation.

2. Engagement Agreement

If you decide to move forward, we’ll provide a clear engagement letter outlining the scope of the financial planning process, the flat fee, and the timeline. This agreement ensures everyone has the same expectations from the start.

3. Data Collection

We gather the details of your financial life—assets, income sources, family considerations, and long-term goals. We’ll also ask for supporting documents such as investment account statements and estate planning information. All information is collected securely and treated with the highest level of confidentiality.

4. Goals and Risk Assessment

We take a close look at what you want to achieve, the timelines that matter most, and how much risk you’re comfortable taking. This balance of goals and risk tolerance forms the foundation of a realistic, personalized strategy.

5. Action Plan

We translate your financial picture into a framework: what you want to achieve, the time horizons that matter most, and how much uncertainty you’re comfortable accepting along the way. This allows us to create realistic, goal-oriented strategies tailored to your circumstances.

6. Implementation & Review

Our financial planning engagements run over three months, giving you time to absorb recommendations and start putting them into practice. At the end of the process, you’ll have a roadmap to guide future decisions—and the option to revisit or expand the relationship as your needs evolve.

^{Fees & Minimums} Straightforward Pricing

The First Pillar fund has a minimum investment of USD $100,000 and the full fee schedule can be found here. 🡪

For clients interested in adding on Financial Planning to their investment, this is charged at a flat fee of USD $3,600 for a three-month engagement.

Separately managed accounts (SMAs) for non-US persons will be undertaken only for institutional or specialized circumstances. Custodial onboarding for non-US SMAs can often take several months and will not be considered for relationships under $5 million.

^FAQ
Ask Us What You Want
To Know More About

In most cases, the speed you can provide documentation is what determines how quickly we are able to move through the onboarding process.
Onboarding for the First Pillar Fund is generally the fastest. If KYC documents are in order, onboarding and approval can happen in as little as 72 hours. However, please note that subscriptions and redemptions are offered on a monthly basis and must be confirmed by the 15th of the month prior.
Financial planning engagements expire after 90 days by agreement, unless extended.
A detailed statement is sent to you via email on a quarterly basis outlining your net asset value and performance. This report will come directly from our third-party administrator.
In addition, you’ll receive a quarterly economic commentary via email, offering deeper insights into market trends and portfolio positioning. We also share frequent, topical updates on our social media platforms—LinkedIn and Instagram—to keep you informed between formal communications.
Radix Financial partners with major third-party custodians and broker-dealers.
Radix Financial Cayman, LLC primarily recommends Interactive Brokers LLC, Member FINRA/SIPC for Cayman Islands-based relationships.
In certain circumstances Radix allows clients to direct or retain their existing custodial relationship, as long as trading and settlement functionality can be established and are operationally feasible.
Client funds and Radix corporate assets are never comingled, so even if something were to happen to Radix Financial, such as bankruptcy or litigation, your funds are held separately.
Because of the long-term nature of Radix’s portfolio strategies, portfolios are kept 95-100% invested at all times, regardless of market conditions. This allows us to keep trading costs at a minimum and focus our efforts on identifying companies we believe will deliver long-term profitability within the context of the overall diversified strategy and the current economic environment.
Investment portfolios will experience losses over short-term and sometimes medium-term time periods. Investing involves risk, and you should expect to regularly experience market downturns in tandem with broad market indexes.
The First Pillar fund is not appropriate for short-term investors.
Unfortunately, not. Radix Financial Cayman, LLC is duly registered with the Cayman Islands Monetary Authority (CIMA) to offer services exclusively for one or more of the following classes of persons – pursuant to section 5(4) and paragraph 2 of Schedule 4 of the Securities Investment Business Act (2020 Revision):
a) a “sophisticated person” who — (i) by virtue of knowledge and experience in financial and business matters is reasonably to be regarded as capable of evaluating the merits of a proposed transaction; and (ii) participates in a transaction with a value or in monetary amounts of at least CI $80,000 or its equivalent in any other currency, in the case of each single transaction;
b) a “high net worth person” means — (i) an individual whose net worth is at least CI $800,000 or its equivalent in any other currency; or (ii) any person that has total assets of not less than CI $4,000,000 or the equivalent in any other currency.
c) a company, partnership or trust (whether or not regulated as a mutual fund) of which the shareholders, unit holders or limited partners are one or more persons falling within (a) or (b).
That’s okay! We’ve put together a resources page that can help you get started on your own. There’s some great stuff on there like book recommendations, links to resources, and basic instructions on how to get set up with service providers we trust.

^{YOUR GOALS OUR GUIDANCE}

Whether you’re ready to schedule an introductory call or still exploring your options, we’re here to help.

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