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Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
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Our Approach
An institutional toolkit — direct indexing, tax-loss harvesting, options overlays, private markets — rebuilt around the client. One transparent fee, no proprietary products, no fee laddering.
Talk to an AdvisorPlanning and investing aren’t separate activities. We treat them as one integrated process.
Every engagement begins with a comprehensive plan — not a portfolio. We map your goals, cash flows, tax picture, and risk capacity before we invest a single dollar.
No two clients get the same portfolio. We customize asset allocation, security selection, and tax strategy based on your specific objectives, constraints, and values. Explore how different asset classes compare across risk and return.
We use systematic, quantitative models and defined guardrails for construction, monitoring, and rebalancing. Adjustments are driven by data and process — never by emotion or market noise.
You work directly with a senior advisor who knows your full financial picture. No handoffs, no call centers — ongoing guidance from someone invested in your outcome.
We manage investment portfolios for trusts and charitable entities, coordinating with trustees, estate attorneys, and beneficiaries to align strategy with governing documents, distribution schedules, and the long-term purpose of each account.
Our investment process is supported by a proprietary, in-house analytical framework, built on similar quantitative foundations our founder used managing institutional capital. We combine fundamental analysis with modern portfolio theory to construct, monitor, and rebalance portfolios on an ongoing basis. The framework integrates risk analysis, tax-aware implementation, and disciplined rebalancing into every client account. Because these analytics are built in-house, we can tailor portfolios to each client’s goals, constraints, and tax situation, rather than fitting clients into off-the-shelf models.
Read the founder letter
As an independent, fee-only fiduciary, we have one job: act in your best interest. We don’t sell products, earn commissions, or promote strategies for our own benefit. Our advice is objective, our fees are transparent and competitively priced, and our interests are aligned with yours.
We regularly review portfolios for alignment with your objectives, rebalance when the data warrants it, and incorporate tax-aware implementation as part of every decision. This isn’t a service add-on — it’s how we operate.
Let’s Talk
Book a complimentary consultation. We’ll walk through your current situation and show you what a disciplined plan looks like.
Get in TouchInvesting 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.