At CUBIC Advisors, LLC, we work closely with you to develop a unique asset allocation and investment portfolio that leverages your entire financial picture, including tax and estate planning strategies.
Our planning process starts with a detailed review of your financial goals and needs, including retirement and estate plans. We assess your risk tolerance and understand your cash flow needs to design an asset allocation and investment portfolio that is right for you. To execute your investment plan, we evaluate the performance and risk of potential asset classes and conduct objective searches to find the best investments.
We are an independent Registered Investment Advisor (RIA). Our independence allows us to select investments for your portfolio without a bias from compensation. Our fees are based on a percentage of the assets we manage
Tax efficiency is especially important in the management of large investment portfolios. Making the wrong investment decisions can cost you 20-50% of your hard-earned returns in taxes. We leverage your tax and investment strategies to increase your long-term investment returns and maximize your wealth.
We provide quarterly investment performance reports and online access to your portfolio to give you all the information you need to monitor your investments. We also conduct regular personal reviews to continually assess your plan and keep it up to date with changes in your personal and business life.