Radius Capital Advisors

Radius Capital Advisors offers investment management and financial planning to individuals, trusts, retirement plans, and other entities, with core services built around diversified exchange-traded fund (ETF) portfolios, buffered/defined‑outcome ETFs, and short‑term U.S. Treasury securities. The firm provides ongoing discretionary portfolio management through model portfolios and also offers standalone fixed‑fee financial planning.

Its investment approach emphasizes technical analysis, dynamic allocation, and risk management across several defined strategies: an active market‑correlated stock/bond ETF strategy (favoring larger, highly rated ETFs), a Buffered ETF strategy that uses rotating defined‑outcome ETFs with specified downside protection and caps, and a Balanced Risk (risk‑parity) strategy that allocates risk across stocks, bonds, and “hard assets.” Portfolios are monitored continuously and rebalanced periodically, and the firm states it seeks to limit short‑term gains in taxable accounts where possible while acknowledging tax efficiency is not the primary objective.

Compared with many peers, Radius is notable for having recently reestablished independence after separating from another advisory firm on March 31, 2026 and for reporting that it was not managing client assets as of December 31, 2025, a profile that corresponds with two advisors but zero clients or AUM at that date. The firm also directs clients to a single recommended custodian for custody and execution and restricts its recommended investments largely to ETFs, short‑term Treasuries, and a small set of mutual funds, while offering buffered ETFs and a formal risk‑parity Balanced Risk product that are less common among supported firms.