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Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
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Coming H2 2026
An online, automated investment management platform designed to provide investment advice and account management through a convenient digital experience.
The Digital Advisor is an online, automated investment management platform — sometimes referred to as a “robo-advisor.” It is designed to provide investment advice and account management through a web-based or mobile interface, with limited or no direct interaction with an investment adviser representative. The platform is provided through Altruist or other qualified custody platforms.
Clients using the Digital Advisor complete an electronic questionnaire designed to gather information about their financial situation, investment objectives, time horizon, and risk tolerance. Based on this information, the platform generates a recommended asset allocation and manages a portfolio of exchange-traded funds (ETFs) and/or other securities consistent with that allocation. Clients may update their responses at any time, which may result in adjustments to the recommended portfolio.
A streamlined, technology-driven approach to investment management.
Tell us about your financial situation, investment objectives, time horizon, and risk tolerance through a guided online questionnaire.
Based on your responses, the platform generates a recommended asset allocation and builds a diversified portfolio of exchange-traded funds (ETFs).
Your account is monitored on an ongoing basis. The platform automatically rebalances your portfolio as needed to maintain your target allocation.
Track your portfolio, view performance, and update your preferences anytime through a web-based or mobile interface.
Two ways to work with Rubric Advisors — choose the service that fits your needs.
Personal Advisor
Ongoing, one-on-one relationship with a dedicated advisor; highly personalized planning
Digital Advisor
Primarily digital platform access with advisor support as needed
Personal Advisor
Comprehensive financial planning covering retirement, tax strategy, estate, business succession, insurance, and education planning
Digital Advisor
Streamlined planning focused on investments, savings goals, and risk profile
Personal Advisor
Custom portfolio design, tax-efficient strategies, ongoing monitoring and rebalancing
Digital Advisor
Model-based portfolios of ETFs, automated rebalancing, and a digital dashboard
Personal Advisor
Coordination with tax and estate professionals; advanced planning strategies
Digital Advisor
General tax-efficient investment approach, if needed
Personal Advisor
Regularly scheduled meetings (quarterly/annual) and as needed
Digital Advisor
Primarily virtual, on-demand meetings
Personal Advisor
Clients seeking a holistic, ongoing relationship with personalized planning and advisory support
Digital Advisor
Clients comfortable with a digital-first experience who want professional oversight at a lower cost
The Digital Advisor provides a convenient, technology-driven way to access investment advice. It is important for clients to understand the following:
Get Started
The Digital Advisor is launching in H2 2026. In the meantime, our Personal Advisor service is available today — offering comprehensive, fiduciary wealth management tailored to your goals.
Investing 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.