Explore Strategies

Radius employs three primary investment strategies to meet the diverse investment needs of our clients:

An active market-correlated strategy that seeks to invest in ETFs that have the best risk-adjusted returns over the past 1-year. Where possible, we favor large, quality funds with low annual expense ratios and no upfront fees.

This strategy uses defined-outcome (or buffered) ETFs to manage the downside risk of the portfolio. They allow investors to participate in market growth while reducing volatility and protecting against market selloffs.

A risk-parity investment strategy that allocates capital based on equalizing risk contributions from different asset classes rather than specific dollar or percentage amounts. By weighting less-volatile assets (bonds) higher and more-volatile assets (stocks) lower, it creates a more diversified portfolio intended to perform consistently across various economic environments. Unlike a 60/40 portfolio, where stocks often dominate 90% of the risk, risk parity spreads risk evenly across asset classes, including stocks, bonds, and “hard assets” (gold, commodities, and real estate).