Cambridge
Founded in 19811, Cambridge is an independent broker-dealer and registered investment adviser focused on servicing financial advisors with an independent mindset and dedication to serving the needs of their investing clients.
1. Cambridge and its predecessor broker-dealer
Why Cambridge?
Flexibility
As an independent business owner, full control should be in your hands. From Cambridge’s perspective, flexibility and control are intertwined. Whether you are focused on growing your business, improving office efficiency, enhancing your marketing strategy, or simply providing your clients with access to a wide range of products, Cambridge can supply the flexibility you need to run your business your way.
Clearing Firms & Custodians
Multiple clearing firms and custodians, such as:
- Fidelity Institutional – NFS & FIWS
- Pershing LLC
- Pershing Advisor Solutions
- Charles Schwab
Commitment to Internal Control
Cambridge’s long-term plan for the firm is designed to preserve our independent status, so financial advisors can operate with complete confidence.
Common-sense Compliance
Cambridge’s Compliance Department strives to “find a way to yes,” and will work with you to find an alternative solution if your first choice does not meet the requirements of the current regulatory framework.
Broad Product Footprint & Special Advisory Platforms
Cambridge supplies one of the broadest product footprints in the industry. Over 500 mutual fund companies are available for direct business, and our complete universe of company and product offerings features a wide range of investment choices designed to put your clients in the best position to meet their goals. Known as TheFeeExperts® Cambridge provides advisory platforms designed to make doing business easy for financial advisors and planners. For decades, we’ve crafted our business towards how you do business, and look forward to the opportunity to serve you and your clients.
