As the firm’s founding principal, Dr. Amy Hubble has more than 15 years of experience working with affluent individuals...
ra·dix /ray-diks/ noun
1. (latin) source of origin
2. the base of a number system
Financial success doesn’t have to wait until retirement. As your collaborative, long-term partner, we’re here to be your advocate, remove complexity, and provide peace of mind—both now and in the future.
A Straightforward Approach to Investing
At Radix Financial, we believe that long-term investing success is achieved by focusing on things we can control—minimizing fees, optimizing tax recognition timing, protecting against a loss of purchasing power, and avoiding emotional errors.
With this in mind, we build diversified portfolio strategies designed to maximize your individual financial goals.
Radix. Gives. Back.
We believe that our core pillars extend to making a positive financial impact, both within our local community and across the world.
Radix demonstrates this commitment to our community by donating 10% of investment management fees to registered 501(c)3 charitable organizations, of our client’s choice, each November as part of the global generosity movement #givingtuesday.
After a thorough analysis of your individual goals, liquidity need, time horizon, risk profile, and taxable considerations; a customized portfolio is built with diversified equity and fixed income securities.
Family Office and Trust
Radix offers confidential ongoing and or project-term investment consulting services to trustees, estate administrators, family offices, and institutional directors.