A complete list of active advisors currently associated with Rubric Advisors LLC

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

Rubric Advisors LLC provides discretionary investment management and retirement-plan advisory services primarily for pooled vehicles and institutional clients, while also offering both a personalized advisor service and an internet-based Digital Advisor platform. The firm additionally offers financial planning and consulting and makes certain alternative investment opportunities available to qualified investors. Rubric manages client accounts on a discretionary basis, using fundamental analysis and modern portfolio theory to construct and rebalance model-based and custom portfolios, and it may engage sub-advisors to implement specific strategies. The firm documents client objectives, allows client-imposed investment restrictions, and can grant selected outside advisors full discretionary authority to manage client assets when appropriate. What is distinctive about Rubric compared with many peers is its common ownership with an affiliated accounting and consulting business (doing business as Rubric Financials) that provides services such as fractional CFO, tax, bookkeeping and valuation consulting, and its explicit pension consulting capabilities as both ERISA 3(21) and 3(38) fiduciary. The firm also indicates it selects and appoints other advisers or sub-advisors to manage assets and offers financial planning on an hourly basis, and it reported no assets under management at the most recent calculation date.

To learn more about the advisors currently working at Rubric Advisors LLC, 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.