Every portfolio we build starts with a question most firms skip: what is this money actually for? Retirement income, a business sale, a legacy for your children — each goal carries a different relationship with risk.
That's why we don't put every client in the same model. We work within your specific situation, then manage it with the same discipline whether markets are calm or chaotic.
How We Protect and Grow Your Wealth
Radius employs four key investment strategies to construct our client portfolios:
ETF Strategy (Stocks and Bonds): This strategy invests in low-fee exchange traded funds (ETFs) that have the best risk-adjusted returns over the past year.
Balanced Risk: Seeks to balance the portfolio risk exposure to generate more stable portfolio returns in all market/ economic environments. Whereas most traditional investment strategies allocate the total portfolio value (e.g., 60% stock, 40% bond), this strategy seeks to allocate – and balance – the portfolio risk.
Buffered: Defined-outcome (or buffered) ETFs manages the downside risk of the portfolio. This strategy can protect the portfolio in years when both stocks and bonds decline (e.g., 2018 and 2022).
Cash Management: Portfolio of one-month to one-year U.S. Treasury securities (bills, notes, and zero-coupon bonds) along with high-yield money market funds for added liquidity
These four strategies are then combined to create tailored offerings for our clients.
