CUBIC Financial Advisors, LLC is an independent investment management firm (Registered Investment Advisor) serving individuals and their families and several institutions. We answer to our clients and to ourselves, but to no one else. We take very seriously our responsibility as fiduciaries, and offer clients a transparent and conflict-free investment process. Clients can generally hold their assets at the custodian of their choosing (Fidelity, Schwab, Susquehanna Trust, Comerica, TradeStation, PFGBEST, etc.), as our job is to manage investments not to hold them.
At CUBIC, we seek-out investment opportunities that may seem unconventional, because we know that conventional investing yields conventional results. We offer clients two alternatives to conventional buy-and-hold strategies: Model-Driven and Managed Futures. We believe that adaptive asset classes can deliver compelling results that are modestly- to un-correlated with conventional buy-and-hold investment strategies. Clients who combine truly unique asset classes can dramatically lower their portfolio volatility. Lower volatility leads to a better investor experience and to better long-term results.
We offer institutional clients a variety of retirement plan options so they can provide valuable benefits to their employees (and owners). Our 401(K) plan is the most cost-effective plan offered by anyone, and it can incorporate any of over 36,000 Mutual Funds and ETFs. Click to see our plan description.
| Fiduciary, n. A duty to act for someone else’s benefit, while subordinating one’s personal interests to that of the other person. The highest standard of duty implied by law. — Black’s Law Dictionary |
