Zadex has provided asset management and financial planning services to families, individuals, institutions and businesses. Clients choose Zadex for its integrity, consistency and proven record of success in the financial industry. It is our objective to provide professionals and experts who provide an unparalleled level of quality advice to every one of our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations. Through tailored portfolio management, we help high net-worth individuals and institutions around the world reach their long-term financial goals. As a client of Zadex, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Our strategies and plans are tailored to your financial needs. In addition, we can help with financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security benefits. Beyond investing and financial planning, we want to help make you a more comfortable, disciplined and informed investor. That’s why we will help you understand what’s going on in your account.