INDEPENDENT CONSULTING

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.