A complete list of active advisors currently associated with Kubence

Warmer can help you find a great advisor at Kubence or one who fits your needs even better.

Kubence provides discretionary investment management to other registered investment advisors and to individual and corporate clients through sub-advisory and direct-advisory agreements. The firm delivers all advice exclusively via a web- and mobile-based platform and focuses its services on implementing box-spread option strategies and constructing separately managed portfolios of structured notes. The firm’s platform generates recommendations using software-based models, algorithms, and internal research, and Kubence exercises discretionary trading authority to implement those recommendations consistent with client- or advisor-provided profiles. In its box-spread work Kubence uses European-style options to lock payoffs, treats the net cash generated by box trades as assets under management for fee calculation, and may temporarily invest proceeds in equity or fixed-income securities as appropriate. What distinguishes Kubence from many peers is its internet-adviser model and its operational reliance on automated, algorithmic advice rather than ongoing human modification, combined with active use of derivatives and margin-like synthetic borrowing within separate accounts. The firm also negotiates and allocates structured notes with issuing banks, reports affiliations with other advisory entities and promoter/IAR referral arrangements, and operates as a recently formed, small adviser (reporting roughly $570,000 in AUM).

To learn more about the advisors currently working at Kubence, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.