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Trevor Schwartz, CFP®

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Trevor Schwartz, CFP®

About Us

Alpha Cubed Investments is an independent, SEC-registered investment advisory company. We are a fiduciary investment manager. The firm offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios, primarily utilizing individual stocks and bonds with some ETFs (exchange-traded funds).

Alpha Cubed Investments, LLC (ACI) is a Registered Investment Adviser. All content on this web site including any research, securities mentioned, media appearances, and publications are solely for informational and/or illustrative purposes only. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice is to be construed as rendered by ACI unless a client service agreement is in place.

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