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Our aim is to assist financial advisers in developing their investment advice process. We aim to be a thought leader and represent best practice for financial planning/ investment, designed to help financial advisers add value for their clients.
iCubed assists Financial Advisory firms in documenting their investment philosophy. This provides much needed consistency to the financial advisers in the investment advice given to their clients. iCubed is not dogmatic in relation to what a firms investment philosophy should be. But it is a necessary first step in implementing a robust investment process.
Get in touch. We are here to advise and inform your investment strategy, so call or email us for more information.
iCubed is an investment consulting firm for wealth managers and financial advisers. For more information about becoming a client please contact us at info@iCubed.ie.