Description of Services and Fees
Radix Organization, Inc. is a registered investment adviser organized as a corporation under the laws
of the State of New York. We have been providing investment advisory services since 2014. John Kelly
and Linda Schoenheimer are the owners of our firm.
The following paragraphs describe our services and fees. Please refer to the description of each
investment advisory service listed below for information on how we tailor our advisory services to your
individual needs. As used in this brochure, the words "we", "our" and "us" refer to Radix Organization,
Inc. and the words "you", "your" and "client" refer to you as either a client or prospective client of our
firm. We use the terms "we" and "our" throughout this disclosure brochure to refer to Radix
Organization, Inc. The use of these terms is not intended to imply that there is more than one individual
associated with this firm.
Portfolio Management Services
We offer discretionary and non-discretionary portfolio management services. Our investment advice is
tailored to meet our clients' needs and investment objectives. If you retain our firm for portfolio
management services, we will meet with you to determine your investment objectives, risk tolerance,
and other relevant information at the beginning of our advisory relationship. We will use the information
we gather to develop a strategy that enables our firm to give you continuous and focused investment
advice and/or to make investments on your behalf. As part of our portfolio management services, we
will customize an investment portfolio for you according to your risk tolerance and investing objectives.
Once we construct an investment portfolio for you, we will monitor your portfolio's performance on an
ongoing basis, and will rebalance the portfolio as required by changes in market conditions and in your
financial circumstances.
If you participate in our discretionary portfolio management services, we require you to grant our firm
discretionary authority to manage your account. Discretionary authorization will allow us to determine
the specific securities, and the amount of securities, to be purchased or sold for your account without
your approval prior to each transaction. Discretionary authority is typically granted by the investment
advisory agreement you sign with our firm and the appropriate trading authorization forms. You may
limit our discretionary authority (for example, limiting the types
of securities that can be purchased for
your account) by providing our firm with your restrictions and guidelines in writing. If you enter into non-
discretionary arrangements with our firm, we must obtain your approval prior to executing any
transactions on behalf of your account.
Portfolio Consulting Services
We provide Portfolio Consulting services where the investment advice provided is custom tailored to
meet your needs and investment objectives. Such services may include a risk tolerance assessment,
asset allocation recommendations, and/or monitoring your account. We may assist you in identifying
categories of mutual funds, government securities, and other investments that are suitable based on
your investment profile. We will not cause any transactions in conjunction with the advice and/or
recommendations given. You will be responsible for implementing our investment recommendations. If
we have access to your account statements, we will monitor your account on a periodic basis to
ensure the account remains aligned with your stated financial objectives. You are free at all times to
accept or reject any of our investment recommendation.
Selection of Other Advisers
As part of our portfolio management services, we may recommend that you use the services of a third
party asset manager ("TPAM") to manage all, or a portion of, your investment portfolio. Factors that we
take into consideration when making our recommendation(s) may include, but are not limited to, the
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following: the TPAM's performance, methods of analysis, fees, your financial needs, investment goals,
risk tolerance, and investment objectives. We will periodically monitor the TPAM(s)' performance to
ensure its management and investment style remains aligned with your investment goals and
objectives.
Types of Investments
We primarily offer advice on equity securities. Additionally, we may advise you on any type of
investment that we deem appropriate based on your stated goals and objectives. We may also provide
advice on any type of investment held in your portfolio at the inception of our advisory relationship. You
may request in writing that we refrain from investing in particular securities or certain types of
securities.
Assets Under Management
As of December 31, 2023, we provide continuous management services for $108,743,887 in client
assets on a discretionary basis, and $35,238,975 in client assets on a non-discretionary basis.