A new approach to managing wealth
Tailor-made portfolios and proactive communication to exceed client expectations.
Transparency
Only one cost based on assets under management and minimizing third-party fees.
tailor-made
No person is identical to another, and neither should portfolios be.
complimentary advisory
Guidance with tax & estate planning, and other important issues.
Get started right away
Already have an investment account? We can manage your portfolio using your current accounts and make sure the fees you are paying are fair. If you still do not have accounts set up, we will assist you too.
Do you need advisory for your clients?
If you need expert advisory to build and maintain your clients´ portfolios or to manage your proprietary investment funds, we are your ally.
Specialized funds
From Real Estate to Structured Notes, the Kubus founding team actively manages proprietary funds to gain diversified exposure to high-performance markets.
