What Does "Managed by dub Advisors" Mean?
You may notice that certain premium portfolios display "Managed by dub Advisors" on their portfolio pages. This designation indicates that while the portfolio’s signals originate from a creator on the platform, dub Advisors, LLC now serves as your registered investment adviser and fiduciary.
Important: You're still following the creator's portfolio signals, but with added professional oversight and operational safeguards.
How the Partnership Works
The Premium Creator's Role
The portfolio creator continues to:
- Control the investment objective of the mode portfolio
- Update the model portfolio (additions, removals, weight adjustments)
- Provide rebalance notes when update occur
dub Advisors' Role
dub Advisors, LLC serves as your investment manager and acts as your fiduciary. They:
- Develop risk based controls for portfolio management
- Review and implement all model updates prior to execution
- Place trades on behalf of all clients
- Oversee portfolio management and operations
- Ensure compliance with regulatory standards
Key Protections and Controls
Pre-Trade Review
dub Advisors reviews each strategy update before execution and may:
- Adjust trades that don't meet their investment standards
- Block transactions that pose unacceptable risks
- Ensure compliance with regulatory requirements
Fair Execution Standards
All clients receive equal treatment:
- Everyone (including the creator) receives the same average execution price
- Proportional allocation ensures fairness across all account sizes
- No one can trade ahead of other investors
Risk Management
dub Advisors maintains risk guardrails:
- Reviews strategy risk levels against your investor profile
- May flag strategies that exceed appropriate risk thresholds
- Requires acknowledgement for higher-risk strategies when necessary
Investment Capacity
For portfolios transitioning from free to premium status:
- Previous investment caps have been removed
- The portfolio can now accommodate larger total assets
- Capacity is managed professionally by dub Advisors
What This Means for Your Investment
Continuity
- You continue tracking the strategy
- Your investment approach remains aligned with the creator's thesis
- The core strategy and methodology stay consistent
Enhanced Oversight
- Professional investment management oversight
- Fiduciary duty to act in your best interests
- Institutional-grade operational safeguards
Frequently Asked Questions
Will this change how the portfolio performs?
The portfolio follows the same signals from the creator. dub Advisors' role is to implement those signals with proper oversight, not to change the fundamental strategy.
Does this incure additional fees?
Management fees for portfolios managed by dub Advisors are disclosed on each portfolio page. Review the fee structure before investing.
Can I still copy this portfolio the same way?
Yes. The copying process remains the same. The "Managed by dub Advisors" designation provides transparency about who is managing the implementation.
What if I have concerns about a portfolio decision?
You can contact support@dubadvisors.com at any time. As your fiduciary, dub Advisors is accountable for investment decisions made on your behalf.
Can I opt out of managed portfolios?
You can sell any portfolio at any time. If you prefer not to invest in managed strategies, you can choose from other user-created portfolios or build your own.
All portfolios available through the Premium Tab are managed by dub Advisors, LLC, an SEC-registered investment adviser. dub Advisors retains full discretion over portfolio management, implementation, and execution. Customers who invest in Premium Portfolios are subject to additional terms, conditions, and disclosures as set forth in the app and advisory agreement. Brokerage services provided by dub Financial, an SEC registered broker dealer, member FINRA and SIPC. Clearing and custodial services are provided by Apex Clearing Corporation. Registrations and memberships do not imply endorsement by the SEC, FINRA, or SIPC.
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