Our Partners
Our Partners
The custodians that hold your assets and the technology we use to manage and report on them.
Every partner we work with serves a specific role: custody and safekeeping of client assets, or reporting tools that give you a consolidated view of your accounts. We 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.
Rubric Advisors is not affiliated with, and is not endorsed by, the firms listed on this page. We may receive non-cash benefits from custodians, which creates a conflict of interest; see Form ADV Part 2A, Item 12.
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.
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 and clear, transparent client reporting.
CRM
Wealthbox
Client relationship platform that keeps every interaction organized and responsive.
Client Reporting
Blueleaf
Consolidated portfolio reporting.
Questions about custody?
Book a complimentary 30-minute call.