H Cubed Financial Solutions

Overview

H Cubed Financial Solutions is an independent registered investment adviser organized as an LLC that provides fee-based financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm runs a compact, client-focused practice: it charges a percentage of assets under management and concentrates on discretionary management rather than serving as a capital allocator or pension consultant. H Cubed does not position itself as an ESG specialist and operates from a single-state footprint. Investment activity centers on pooled public funds as the core building blocks of client portfolios, supplemented with third‑party alternative managers where appropriate. The firm’s typical approach blends mutual funds and other public fund vehicles for broad equity and fixed-income exposure, while bringing in hedge funds, real estate and private credit selectively for diversification and return enhancement. Financial planning work is integrated with portfolio management for its individual and family client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices