Loading…
Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
Talk to an Advisor
Investment Strategy
Diversify beyond public markets through vetted private equity, venture, and credit opportunities, available to qualified clients.
Many investment opportunities never trade on a public exchange. For qualified clients (typically those with over $3 million invested), Rubric may offer access to alternative investments such as hedge fund-of-funds, venture capital funds, secondary private company shares, private equity, and private credit.
These opportunities carry elevated risks including illiquidity, long-term commitments, valuation subjectivity, and potential for total loss. Participation is optional and subject to Rubric’s evaluation of your overall financial profile, including liquidity needs, risk tolerance, and portfolio balance. Alternative investments are generally available only to qualified clients and qualified purchasers as defined under applicable securities laws.
Expand your opportunity set with selectively sourced private investments.
Invest in fund-of-funds and direct private companies, expanding your opportunity set beyond public markets.
Targeted credit allocations designed to generate income and diversification beyond traditional fixed income.
Every manager and deal is evaluated on track record, alignment of interests, and investment thesis quality.
Private allocations are sized and selected in the context of your full portfolio, balancing liquidity, risk, and return.
Contact us
Let’s discuss how private market allocations can strengthen and diversify your portfolio.
Accredited Investor Overview
Accredited investor status grants access to private securities markets by meeting specific income, net worth, or professional licensing thresholds established by the SEC.
Active and Passive Investing
An objective look at the active versus passive investing debate, examining the evidence on index funds, the role of costs, and when active management may add value.
Alternative Investment Due Diligence
A structured approach to evaluating private equity, venture capital, hedge fund, and real estate fund offerings before committing capital.
Annuity Types: Fixed, Variable, and Indexed
A clear breakdown of fixed, variable, and fixed indexed annuities, including how each works, their fees, tax treatment, and when they may fit into a retirement plan.