Fitbux

Fitbux does not publicly name a chief investment officer or investment committee. Portfolio construction appears driven by algorithmic models rather than discretionary human managers. The firm's Form ADV filings list no individual as having sole or shared investment discretion beyond the automated platform rules.

Fitbux operates as a digital-first registered investment adviser, functionally similar to a robo-advisor. It delivers automated portfolio management and goal-based planning through a web platform with minimal human advisor interaction. Unlike hybrid RIAs that pair technology with dedicated financial planners, Fitbux appears self-directed for the end client.

Fitbux constructs risk-allocated portfolios using exchange-traded funds, rebalanced automatically based on client risk tolerance and savings goals. The firm emphasizes goal-based investing tied to health, wellness, and major life milestones rather than maximizing risk-adjusted returns against a benchmark. No direct indexing or individual security selection strategies are disclosed.

No. Fitbux's platform is built around publicly traded ETFs and appears limited to liquid, regulated markets. The firm does not disclose any private equity, venture capital, hedge fund, or direct real estate investment capabilities, consistent with its digital-first, low-minimum-account model.

Fitbux does not custody client assets directly. As is standard for independent RIAs, it likely relies on a qualified custodian such as Apex Clearing, Schwab, or Fidelity to hold client funds. The exact custodian relationship is not publicly disclosed in its web presence or regulatory summaries.