Establishing Wealth

Traditional research techniques + modern portfolio science

Become an Aspen

Qube’s Aspen program provides a personalized research-centric alternative to self-directed apps and mass-market investment products, tailored for early professionals ready to take investing seriously.

Wealth Planning

Don’t miss out on years of growth.

Qube offers transparent investment with the benefit of wealth planning. All Aspen clients receive a financial plan, customized to fit your specific needs.

We take a holistic approach to wealth management. It’s not just about investing money—it’s about coordinating all aspects of your financial life: tax optimization, retirement planning, estate planning, insurance, and more.

Limited Time Offer

50% discount off a financial plan for the first 50 Aspen clients! Start your wealth journey off on the right foot. Book a 15-minute intro call to learn more.

Why Not DIY?

Your time is valuable. We do the heavy lifting.

  • Minimized Tax Burden— Qube’s experts stay current on the latest tax policy changes so you don’t have to. We specialize in recognizing the often-overlooked tax planning options typically required by advancing professionals.

  • Custom Financial Planning— We’re a boutique firm, meaning we can assess your unique circumstances and develop a comprehensive plan to help you turn your potential into a reality, whether it’s buying your first home, paying off student debt, or planning for early retirement.

  • Long-Term Relationships— While DIY options offer a simple, algorithm-driven service, they lack personalized advice. At Qube, you’ll work with a dedicated financial planner who takes the time to understand your life goals, career trajectory, and financial situation.

  • Thoughtful Diversification— Our team mitigates risk by carefully balancing your investment’s geographic and sectoral positions. Plus, we review and rebalance on a scheduled basis to ensure your investment stays aligned with your risk tolerance.

Qube’s portfolios are based on:

  • company-specific fundamental analysis

  • strategic macroeconomic positioning

  • a mix of domestic and international holdings

Remember, no one can predict future volatility with 100% accuracy. It's important to understand that even funds with a low-risk rating can lose money, and this investment model offers no guarantees; you may not recover the amount you initially invested.

Clear Fees

Qube charges a monthly management fee based on your total assets under administration and reported on your statement—part of our commitment to being transparent and competitive. We also provide you with a 0.3% loyalty discount automatically after your first 36 months of investment.

Custodial charges are separately charged and reported. We aim to keep all custodial and trading charges under 0.10-0.25% per annum wherever possible.

Make Your Wealth Matter