Principal Investment Advisor
As the firm’s founding principal, Dr. Amy Hubble has equal passion and 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.
Introducing First Pillar
Radix is excited to announce the launch of our private fund, Radix Financial First Pillar Ltd., as an expansion of our flagship investment strategies to a broader global client base. First Pillar provides professional investment expertise while simultaneously eliminating many of the unnecessary roadblocks, fees, taxes, and complexities experienced by non-US investors.
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 offer 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 commitment to our community and the causes our clients hold dear by encouraging volunteer service and donating to registered charitable organizations each November during the global generosity movement #givingtuesday.
Solutions
Wealth Management
Radix offers investment portfolio management and financial planning solutions to fit your individualized long-term goals, liquidity need, time horizon, behavioral risk tolerance, and taxable considerations.
