Investment Advisory

In KM Cube we provide customized advisory services to our clients. Every person is unique, according to his age, family circumstances or business.
Our approach into analyzing client's needs is not limited to the regulatory requirements but goes deep into the relationship to make sure we understand our client's needs.
Our investment philosophy
SERVICES
Our advisory offering may include (but not limited to) the following:
- Investment advice
- Portfolio analysis on multiple custodians on a frequent basis
- Portfolio optimization based on several approaches such as Markovitz, Risk Parity, Kelly Criterion
- Trade idea generation (on a tactical basis)
- Pricing of structured notes
- Leverage the relationships that KM Cube has with its custodians
- Historical backtesting of ideas or strategies