At Qube, we offer a number of investment options to our clients, all tied together by one constant: No matter the option that best fits your investment needs, our advice will always be based on informed opinions that are communicated and evaluated on a regular basis with the same rigorous level of research applied to each portfolio that we manage.
Qube's direct stock-holding portfolio – Kaleo – provides an alternative to mass market investment products. We are able to offer our discretionary portfolio management service to investors who are seeking alternatives to mutual funds or brokerage wrap accounts and have minimum (household) investable assets of $250,000. Our investment management fees are purposefully competitive and are at all time transparent.
Qube constructed the Reserve Fund Portfolio to follow Schedule 2 Rules, an addendum to the Condominium Property Act (CPA). We offer this portfolio to condo boards with a minimum of $250,000 in investable assets. Investments are managed to provide long-term capital appreciation while maintaining liquidity.
iA Group Savings Model
Qube has over 15 years experience managing Group Retirement Programs for companies in various industry sectors. We pride ourselves on being objective, impartial and committed to promoting financial literacy for plan members by actively engaging with employees on the benefits of saving for retirement.
iA Individual Savings Model
iA Financial Group offers a diverse range of mutual fund investment options for their Savings and Retirement clients. Using these options, Qube has created an actively managed, globally diversified mutual fund model to help withstand the inherent volatility in the stock market. Your funds at iA Financial Group can offer guaranteed protection that is not available through direct investments.