We utilize a proprietary investment approach based on fundamental, quantitative and technical factors. At Radius, we develop a comprehensive plan to manage your portfolio and create tax efficient returns for our clients. We advise clients on all financial matters; ranging from day-to-day activities to intergenerational wealth transfer. We have a unique investment philosophy leveraging our many years of experience through bull and bear markets.
Services
A blended investment selection process using fundamental, quantitative and technical factors. 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.
Nancy has 35 years of Investment and Financial Services experience. Nancy was previously a Vice President and Portfolio Manager at Fernwood Investment Management for more than 5 years, where she focused on managing high net worth families. Prior to that Nancy served as a Vice President and Sr. Account Executive at Fidelity where she worked with more than 400 high net worth family relationships totaling more than $1.1 billion in assets.
Qualified Plans seamlessly run by TD Ameritrade Trust Company delivers outstanding investment flexibility and eases administration - all from a recognized and established brand. Qualified Plans of all types and sizes (401k, 403(b), Solo 401k, Thrift Savings Plan etc.) are supported by our unbundled solution.
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