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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 Partners
Best-in-class 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 proprietary models, 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.
Your assets are held with independent, third-party custodians — never with Rubric Advisors. This separation ensures your investments are protected and accessible at all times.
Industry-leading custodian with robust account infrastructure and comprehensive investor protections.
Global brokerage platform delivering low-cost execution and broad market access.
Modern, advisor-first custodial platform built for efficiency and a streamlined client experience.
Our technology infrastructure is built on best-in-class platforms that enable efficient portfolio management, comprehensive financial planning, and transparent client reporting.
CRM
Client relationship platform that keeps every interaction organized and responsive.
Financial Planning
Comprehensive planning software powering our projections, scenario analysis, and retirement models.
Client Reporting
Automated portfolio reporting that delivers clear, real-time visibility into your wealth.
The right partners make a real difference in how your wealth is managed. Let’s walk you through it.
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