Kuber Investments

The firm is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and small businesses. It reports managing roughly $5 million across about 17 client relationships and typically requires a $100,000 minimum, offering Growth, Balanced, and Income investment objectives under a limited power of attorney.

The firm follows an active, custom-tailored approach that favors individual stocks and fixed‑income securities over mutual funds, maintaining a proprietary list of roughly 60–70 companies and constructing concentrated client portfolios that typically hold 8–10 securities. Research combines fundamental internal analysis with external sources (including TD Ameritrade Institutional research, Value Line, Morningstar, S&P, Barron’s and IBD), and the firm may use ETFs for diversification and employ tactical measures — including monitoring the 200‑day moving average and purchasing put options — to protect positions.

Noteworthy distinctions include the combination of concentrated, active equity strategies with explicit use of derivatives for downside protection, a practice less common among small independent advisers. The brochure also discloses that the principal operates a separate information‑technology business and devotes roughly 20 hours per week to that activity, and the firm’s proxy‑voting policy explicitly addresses social and environmental proposals (including support for GMO labeling).