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Our Services

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Portfolio Management

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After a thorough analysis of each client’s individual goals, income needs, time horizons, risk tolerance, and taxable considerations; a customized asset allocation is built with diversified equity and fixed income securities.

Fiduciary Consulting

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

Accelerator Account

To better serve younger investors who are just starting out, Radix offers a hybrid online investment management platform.

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