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Tell Us a Little About You
Common Questions
Before We Meet
Yes. As a Registered Investment Adviser, Radius has a fiduciary duty to act in our clients’ best interests.
Client investment accounts are held at Charles Schwab & Co., an independent custodian. Radius manages your investments but does not take possession of your assets.
No. We meet in person in Boston and Vero Beach, Florida, and work with clients virtually across the country.
Nothing is required for an introductory call. If we continue, we will ask for recent statements and information about your goals.
Our Form CRS and Form ADV describe our services, fees and any conflicts of interest. See our Disclosures page.