Our Partners
Our Partners
Established, independent custodians and technology, chosen to protect your assets and sharpen our investment process.
Every partner we work with serves a specific role, custody and safekeeping of client assets, market data and analytics that feed our quantitative research, or reporting tools that give you a consolidated view of your financial life. We evaluate roughly 1,000–1,500 U.S.-traded stocks and ETFs through these data sources, and apply a separate due-diligence process for any private market investments.
These partnerships strengthen our decision-making, transparency, and oversight. The investment judgment remains ours.
Our Custodians
Your assets are held with independent, third-party custodians, never with Rubric Advisors. This separation keeps your assets separate from Rubric and accessible to you.
Charles Schwab
An established, independent custodian with robust account infrastructure and comprehensive investor protections.
Interactive Brokers
Global brokerage platform delivering low-cost execution and broad market access.
Altruist
Modern, advisor-first custodial platform built for efficiency and a streamlined client experience.
Technology Partners
Our technology infrastructure is built on established, institutional platforms that enable efficient portfolio management, integrated planning tools, and transparent client reporting.
CRM
Wealthbox
Client relationship platform that keeps every interaction organized and responsive.
Client Reporting
Blueleaf
Automated portfolio reporting that delivers clear, real-time visibility into your wealth.
See How It All Works Together
The right partners make a real difference in how your wealth is managed. Let’s walk you through it.
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