Cubed Systems

Overview

Cubed Systems is a small, independent registered investment advisor operating as a sole proprietorship that serves high-net-worth individuals, families and select institutional clients. The firm charges a percentage-of-AUM fee and acts as a capital allocator — building portfolios directly and tapping outside managers when appropriate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, which signals a hybrid model combining hands-on portfolio construction with manager-of-managers activity. Investment activity is equity‑centric. The firm shows a clear preference for exchange‑traded equities and uses liquid public markets as the backbone of client portfolios. Cubed Systems does not identify as an active ESG investor. The blend of discretionary and non‑discretionary mandates, plus the selection-of-advisers service, suggests the firm tailors solutions across a range of client sophistication levels — from bespoke SMA implementations to access to third‑party pooled strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices