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independent CONSULTING

OUR APPROACHINDEPENDENT EXPERTISE. TRUSTED PARTNERSHIPS.

At Radix, our in-house CFA Charterholders bring decades of investment know-how to support trustees, estate administrators, emerging family offices, and institutional boards. Whether you need ongoing guidance or help with one specific project, our consulting services provide clarity and confidence—always delivered with discretion and independence.

INDEPENDENT CONSULTINGWhat We Can Do for You

We offer a tailored suite of fiduciary consulting services, including:

  • Manager selection and ongoing evaluation
  • Consolidated performance reporting across custodians, private assets, and alternatives
  • Fee benchmarking and cost reviews
  • Investment Policy Statement development or review
  • Strategic allocation and spending policy design for institutional governance
  • Portfolio risk assessment and governance support
  • Non-discretionary trading and cash management
  • Customized financial education and presentation materials

Fees & MINIMUMSEngagement Structure

We offer flexible service models—whether you prefer a one-off project or ongoing support. All engagements are conducted with strict confidentiality and are priced on a flat-fee or retainer basis, depending on complexity and scope.

CONTACT USYOUR 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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