Rubik Capital Inc

Rubik Capital provides ongoing investment advisory and portfolio management to individuals, high-net-worth clients, and corporations. The firm documents client objectives in an Investment Policy Statement (IPS) and delivers investment supervisory services such as asset allocation, security selection, and regular portfolio monitoring, typically setting a $250,000 account guideline while occasionally accepting smaller accounts at the adviser's discretion.

The firm’s investment process combines fundamental and technical analysis and implements strategies that range from long-term holdings to short-term trading, including short sales, margin, and private investment recommendations. Rubik Capital expressly lists option contracts among permissible investments and may employ derivatives within managed accounts, a practice that is less common among comparable investment-manager firms.

As a small, recently formed adviser, Rubik Capital operates on a discretionary basis but leaves custody choices to clients and does not vote client proxies on their behalf. The firm’s compact structure, willingness to serve both institutional mandates and non‑high‑net‑worth individual clients, and explicit use of derivatives in managed accounts collectively distinguish its profile from many peers.