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RETURNS

No matter the option that best fits your investment needs, our advice will always be based on informed opinions. We communicate and evaluate these opinions on a regular basis with the same rigorous level of research applied to each portfolio that we manage.

 

About Kaleo

 

For investors who have minimum household investable assets of $250,000, we provide a thoughtfully-crafted alternative to the usual mass market investment products. All of our research is done in-house by a dedicated team, and our investment management fees are purposefully competitive and transparent at all times. We also offer a number of additional services as a complement to our portfolio management.

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 December 31, 2022. Kaleo Full portfolio inception is January 3, 2011.

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 December 31, 2022. Inception of Kaleo A is January 3, 2011.

Kaleo might be the key to making your investments matter.

Use our quick checklist to see if we’re a fit for you!

WE MAKE YOUR WEALTH MATTER

Reach out to our team to discuss how we can address your needs.

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. We communicate  and evaluate these opinions 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 times 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 December 31, 2022. 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 December 31, 2022. Kaleo Full portfolio inception is January 3, 2011.

WE MAKE YOUR WEALTH MATTER

Reach out to our team to discuss how we can address your needs.