INVESTMENT
MANAGEMENT

At Qube, we offer a number of investment options to our clients, all tied together by one constant: No matter the option that best fits your investment needs, our advice will always be based on informed opinions that are communicated and evaluated on a regular basis with the same rigorous level of research applied to each portfolio that we manage.

Kaleo

Qube’s direct stock-holding portfolio – Kaleo – provides an alternative to mass market investment products. We are able to offer our discretionary portfolio management service to investors who are seeking alternatives to mutual funds or brokerage wrap accounts and have minimum (household) investable assets of $250,000. Our investment management fees are purposefully competitive and are at all time transparent.

KALEO A
PERFORMANCE

Returns are after trading costs, but before management fees on a model portfolio of $500,000. All returns for a period of more than one year are reported as annualized returns. Reported returns are for the period ending September 30, 2021. Inception of Kaleo A is January 3, 2011.

KALEO FULL
PERFORMANCE

Returns are after trading costs but before management fees on a model portfolio of $500,000. All returns for a period of more than one year are reported as annualized returns. Reported returns are for the period ending September 30, 2021. Kaleo Full portfolio inception is January 3, 2011.