ra·dix /rādiks/ noun
- (latin) source of origin
- the base of a system of numeration
Welcome! Radix Financial offers fiduciary portfolio management and consulting services to individuals, families, and non-profit organizations based in-and-across the United States.
Three belief pillars guide our business and decision making:
- We believe maximum net return is accomplished through disciplined, long-term investment strategies.
- We believe fees should be clearly stated and based on a percentage of assets under management to avoid conflicts of interest.
- We believe charitable giving and community partnership is a crucial element of financial success.
As an SEC-Registered Investment Adviser (“RIA”), Radix is held to the highest standard of client care – a fiduciary standard. As a fiduciary, we are legally obligated to always put our client’s interests first and fully disclose any potential conflict of interest. Our compensation comes exclusively from our clients for the service we provide, and we receive no commissions or other incentives to sell or recommend mutual funds or insurance products.