Your Trusted Investment Partner
CUBIC Advisors was founded on the principle that every investor deserves personalized, professional guidance to achieve their financial goals.
Our Story
CUBIC Advisors LLC was established with a clear mission: to provide independent, fiduciary investment advice that puts clients' interests first. Founded by experienced financial professionals with decades of combined experience, we recognized a need for truly personalized investment management.
We believe that every client is unique, with distinct goals, risk tolerances, and financial situations. That's why we reject the one-size-fits-all approach common in the industry and instead craft customized investment strategies for each individual and family we serve.
As a registered investment adviser, we are held to the highest fiduciary standard, legally required to act in your best interest at all times. This alignment of interests forms the foundation of our client relationships.
Our Mission
To empower clients through expert guidance, transparent communication, and personalized investment strategies.
Our Values
Integrity, transparency, and a steadfast commitment to acting in our clients' best interests.
Our Approach
Evidence-based investing combined with personalized service and ongoing portfolio management.
Our Commitment
Building long-term relationships based on trust, performance, and exceptional client service.
Investment Philosophy
Our investment approach is rooted in time-tested principles and academic research, customized to meet your unique financial objectives.
Understand Your Goals
We begin by deeply understanding your financial objectives, time horizon, and risk tolerance.
Build Custom Strategy
We create a personalized investment strategy designed specifically for your situation.
Monitor & Adjust
We continuously monitor your portfolio and make adjustments as needed to stay on track.
Meet Our Team
Experienced professionals dedicated to your financial success
John Slater Jr.
Advisor, Founder & Managing Member
[Add your bio here - credentials, experience, specializations, and investment philosophy]
David Pankiw
Advisor
[Add David's bio here - credentials, experience, and areas of expertise]
Credentials & Compliance
CUBIC Advisors LLC is a registered investment adviser with the [State/SEC]. Registration does not imply a certain level of skill or training.
Our advisors hold the following professional designations and certifications:
- [Add relevant certifications - CFP®, CFA®, etc.]
- [Add Series licenses if applicable]
- [Add other relevant credentials]
For more information about our services, fees, and potential conflicts of interest, please review our Form ADV Part 2A.