Going Beyond Performance with Radix Financial

The blog below is part of our 10th anniversary celebration at DataPoints.

Firm Name: Radix Financial

Year Founded: 2015

Firm Focus: Investment Management for global high-net-worth families

Assessment used: Investor Profile RTQ

How has your firm benefited from implementing assessments or other aspects of financial psychology? 

Using assessments allows us to intentionally pivot the focus of our meetings away from performance or benchmark conversations and toward goals and actions we can control.

What’s the most significant benefit of using assessments (or an assessment) in your practice? 

We can confidently say we’re not just checking a compliance box, but utilizing an assessment that is both valid and reliable for predicting behavior when combined with the client’s return requirements and ability to take risk. This is something no other provider can boast.

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Learn more about  Radix Financial here. Take the Investor Profile here.