Institutional-grade wealth management for individuals and families
Tax-smart investing and coordinated planning for founders, professionals, families, and retirees.
Talk to an AdvisorWhether you’re diversifying concentrated stock, planning around RSUs and a liquidity event, raising a family, or drawing retirement income, we build around your situation. See who we serve.
For endowments, foundations, and nonprofits, explore our OCIO service.
Why Rubric
Institutional-Grade Investing. Without the Institutional Layers.
Our founder spent nearly two decades building quantitative investment platforms for major institutional asset managers, including fourteen years leading quantitative stock-selection strategies at one of the largest asset managers in the world.
Rubric is what happens when that toolkit is rebuilt around the client, without the layers, the cross-selling, or the gatekeeping. Read the founder letter.
We measure success by your outcomes, not market headlines.
One coordinated plan. Not scattered advice.
Investments, tax strategy, retirement, and estate planning that actually talk to each other, with your full portfolio in one clear view.
What We Offer
Strategies Built Around Your Life
Public Markets
Diversified portfolios across equities and fixed income, built with disciplined risk management and tax-aware execution.
Learn morePrivate Markets
Curated access to private equity, venture capital, and private credit for qualified investors seeking diversification and differentiated sources of return.
Learn moreDirect Indexing
Own individual securities instead of funds, unlocking tax-loss harvesting at the stock level and full portfolio customization.
Learn moreOptions Overlay
Generate income or hedge downside risk on existing holdings through selective, transparent options strategies. Not suitable for all investors.
Learn moreTax-Loss Harvesting
Systematically capture losses to offset gains and reduce your tax bill, adding incremental after-tax value over time.
Learn moreRetirement Planning
Withdrawal strategies, tax-efficient distributions, and estate coordination, designed to help your money last through retirement.
Learn more
One fee.
Independent, fee-only, and a fiduciary. No commissions, no proprietary products, no advisory fees stacked on fees. The advisory fee you see is the advisory fee you pay.
Institutional toolkit.
Direct indexing, tax-loss harvesting, options overlays, and private markets access for qualified clients (typically $3M+ invested), historically gated behind institutional minimums.
Tax-aware by default.
After-tax return is what you keep. Every portfolio decision reflects that, from asset location and loss harvesting to withdrawal sequencing and estate transfers.
Process, not intuition.
We build and rebalance by a disciplined, repeatable process, not by chasing headlines or hot stories.
Your Future
For the moments that matter: a company sale, a child’s tuition, retiring on your terms.
Retirement on your own terms. Experiences that matter. Generational security. We help you build a financial foundation that turns aspirations into reality, so you can focus on what matters most.
Start the ConversationSee How We Think
Institutional-grade analysis, in your hands.
Nine free tools and 300+ plain-English guides, built on the same discipline and transparency we bring to client portfolios.
100% Fiduciary. Always.
We are legally and ethically required to put your interests first. No commissions. No proprietary products. No hidden incentives. As an independent, fee-only RIA, not part of a bank or brokerage, we earn our fee by managing your wealth, not by selling you products. We keep our fees competitive and our costs low, because alignment means making sure fees never erode the value we deliver.
Ready to get started?
Book a complimentary 30-minute call. No pressure, no pitch, just a conversation about your goals.
Talk to an Advisor