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Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
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Disciplined, independent wealth management.
Built for long-term outcomes.
Why Rubric
Our founder spent nearly two decades building quantitative investment platforms for some of the largest asset managers in the world, including fourteen years leading multifactor investments at AXA Investment Managers.
Rubric is what happens when that toolkit is rebuilt around the client — without the layers, the cross-selling, or the gatekeeping. Read the founder letter.
What We Offer
Diversified portfolios across equities and fixed income, built with disciplined risk management and tax-aware execution.
Learn moreCurated access to private equity, venture capital, and private credit for qualified investors seeking differentiated returns.
Learn moreOwn individual securities instead of funds — unlocking tax-loss harvesting at the stock level and full portfolio customization.
Learn moreGenerate income or hedge downside risk on existing holdings through selective, transparent options strategies.
Learn moreSystematically capture losses to offset gains, reduce your tax bill, and compound more of your wealth over time.
Learn moreWithdrawal strategies, tax-efficient distributions, and estate coordination — so your money lasts as long as you need it.
Learn more
Fee-only, fiduciary, no commissions, no proprietary products, no fee laddering. The fee you see is the fee you pay.
Direct indexing, tax-loss harvesting, options overlays, and private markets access — historically gated behind institutional minimums.
After-tax return is what you keep. Every portfolio decision reflects that — from asset location and loss harvesting to withdrawal sequencing and estate transfers.
Data-driven portfolio construction. Systematic monitoring and rebalancing. No headline trading, no narrative investing.
Your Future
Retirement on your own terms. Experiences that matter. Generational security. We help you build a financial foundation that turns aspirations into reality — so you can focus on what matters most.
Start the Conversation
We are legally and ethically required to put your interests first. No commissions. No proprietary products. No conflicted advice. As an independent, fee-only RIA, we earn our fee by managing your wealth — not by selling you something. We keep our fees competitive and our costs low, because alignment means making sure fees never erode the value we deliver.
Book a complimentary 30-minute call. No pressure, no pitch — just a conversation about your goals.
Talk to an AdvisorInvesting involves risk, including possible loss of principal. Past performance is not a guarantee of future results. The information on this page is for educational purposes only and does not constitute investment advice or a solicitation to buy or sell securities. Please review our disclosures for additional important information.