Wealth Management
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.
Radix serves:
- 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.
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Last updated: 24 June, 2024