Quality questions create a quality life.  Successful people ask better questions, and as a result, they get better answers.

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

- Manager selection and evaluation

- Consolidated performance reporting

- Benchmarked survey of fees

- Document review 

- Development of investment allocation and spending policies

- Risk review and identification

- Recommendation of fiduciary best practices 

- Educational content development, delivery, and presentation

Our fiduciary consulting services are strictly confidential and are charged at a fixed rate for the service and advice we offer; at no point will you be presented a sales pitch or request for other obligation.