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CUBIC Advisors, LLC is an independent investment advisory firm with 2 offices in Pennsylvania. Independence allows us to be objective with regard to the strategies and investments we select for our clients. We are an asset-based fee for service provider precisely because this structure aligns our clients’ interests with our own, as we will grow only if our clients prosper. With more than 25-years’ experience each of our principals is weary of the shenanigans played by Wall Street banks and brokers. (Read the fine print on your brokerage statement or trade confirm sometime, or read a mutual fund prospectus.)
When we execute a fixed income trade for a client we never trade with a captive or affiliated trade-desk (conflict of interest). We maintain relationships with independent and competitive brokers and traders, in the belief that our clients benefit from our independence and rigor. Ask your broker how he executes fixed income trades.
Never lose sight of the fact that “the conventional wisdom” may not be wisdom at all, but may simply be conventional. No one has all the answers and no single strategy works in every market environment.
Check us out on FINRA’s BrokerCheck.