CUBIC Advisors, LLC is an independent investment advisory firm with 2 offices in Pennsylvania. Independence allows us to be truly objective with regard to the strategies and investments we select with our clients. We are an asset-based fee-for-service provider because this structure aligns our interests with those of our clients.
With more than 25-years’ experience each, our principals are weary of the shenanigans played by Wall Street banks and brokers. Read the fine print on your brokerage statement or on a trade confirm sometime. Or, if you’re feeling brave try reading a mutual fund prospectus.
Don’t ever lose sight of the fact that “the conventional wisdom” may not be wisdom at all, but it 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.