Home



Get a Risk Tolerance Assessment in 3-minutes!

Complete our 3-minute Risk Tolerance Questionnaire. Click here; it’s just 12-questions, and there are no wrong answers.

CUBIC Advisors, LLC

An independent investment advisory firm, CUBIC Advisors, LLC has 2 offices: 1 in Pennsylvania and 1 in Florida. Our 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 55-years’ combined experience, 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 may simply be conventional. No one has all the answers and no single strategy works in every market environment.

Sign Up for Weekly Updates

Give us your email and name, and we will send you weekly Market Updates.


By submitting this form, you are consenting to receive marketing emails from: CUBIC Advisors, LLC, 28 So. Waterloo Road, Devon, PA, 19333, https://www.cubicadvisors.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact