News & Events 

Independence Matters
QBOX does not create or recommend in-house, proprietary, or competing investment models. We embrace a true open architecture strategy. This supports our effort to research, recommend, and select investments that may be best suited to each client's needs.
Relationships Matter
We work closely with independent RIAs and their firms, broker dealers, institutional money managers, recordkeepers, third party administration .firms, and custodians. The goal is to provide a superior service experience by fostering great communication and processes between the teams that service the plan.
 




May 11, 2016
Investing for Impact - First Affirmative
Chicago, IL



 June 13 to 15, 2016
Elite Tax Planning Academy
San Diego, CA


August 15 to 18, 2016

Matrix Get Connected
Keystone, CO