About Radix Financial Cayman, LLC
The team at Radix believe that long-term investing success is achieved by focusing on things they can control - minimising fees, protecting against a loss of purchasing power and avoiding emotional errors. With this in mind, Radix builds diversified portfolio strategies designed to maximise your individual financial goals.
Radix offers clients:
- Discretionary Investment Management through a customized portfolio of diversified equity and fixed income securities, which is structured after thorough analysis of your individual goal, liquidity need, time horizon and risk profile.
- Fiduciary Consulting to trustees, estate administrators, family office and institutional boards, both on an ad hoc ongoing and project-term basis.
- Financial Planning, which provides an analysis of where you currently stand financially, in relation to your goals, followed by personalized education and advice on how to successfully implement changes.
- Affluent professionals, multi-generational family wealth and trust, institutional, American expatriates and clients in transition, whether it be those approaching retirement, a recent divorce or an inheritance.
Please note that Radix Financial Cayman, LLC is duly registered only to conduct securities and investment business with high-net-worth households and related entities. Defined as: (i) an individual whose net worth is at least CI $800,000 or its equivalent in any other currency; or (ii) any person that has total assets of not less than CI $4,000,000 or its equivalent in any other currency.