Investment Approach
- A blended investment selection process using fundamental, quantitative and technical factors.
- We conduct extensive fundamental analysis. Quantitative and technical models help us narrow our field of investments.
- Our clients take advantage of a repeatable cycle of investor behavior.
Portfolio Construction
- On a daily basis we monitor risk, position size and volatility.
- Radius uses proprietary buy and sell disciplines when selecting and managing investments.
- Portfolio management strategies are integrated with our investment philosophy.
ETF Portfolio Strategy
- Some clients prefer portfolios using exchange traded funds (ETFs) as the primary investment vehicle.
- Our ETF strategy has low turnover, provides ample diversification, has low expenses and can dampen volatility in down markets.
