Aspen Program

Investing in early professionals

We are excited to announce the Aspen program, accessible to engineers launching their careers and looking to forecast their wealth.

Don’t just depend on your day job. Financial planning is about more than just managing money. Make strategic decisions that maximize your income, minimize your tax burden, and secure financial growth.

Make Your Wealth Matter

Why Engineers?

You’re in a unique position post graduation. Maximize your potential.

Optimize Earning Potential

Many early professionals struggle with knowing how to effectively deploy high earnings at the start of their career journey. Qube helps manage extra cash and turn it into long-term wealth.

 

Navigate Complex Tax Rules & Investment Limits

We specialize in tax-efficient investing and can guide you through the nuances of your income bracket—ensuring that your investments are structured to minimize taxes, avoid penalties, and maximize returns.

 

Plan Early for Long-Term Wealth Accumulation

Whether you’re dealing with stock options, navigating a high salary, or planning for long-term goals, we’re here to help you make the most of your earning potential and craft a personalized wealth plan that grows with your career.

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.

  • 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.

  • 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.

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