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P-Cubed: Pathstone Portfolio Platform

The Pathstone Portfolio Platform (P-CubedTM) is a proprietary investment execution methodology that provides the ability for investors to hold diverse investments with customization in a single account.  The primary goal is to increase efficiencies and lower overall portfolio expenses.  We continue to innovate our platform, regularly making significant enhancements. Today P–CubedTM not only provides meaningful expense and operating efficiencies, but also delivers investors the power to customize and control their portfolios in ways we believe not before possible.

What are the benefits?

  • Single Account & Simplified Tax Reporting
  • Fee Savings
  • Tax Savings
  • Dynamic Rebalancing & Cash Management
  • Customized Portfolio Construction

Impact: The Added Benefits of P-CubedTM

  • ESG Management & Value Alignment
  • ESG Directed Proxy Voting
  • Shareholder Engagement
  • Multi-Tiered & All-Encompassing Reporting


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