We’ve chosen Cambridge as our independent broker-dealer and registered investment adviser. Cambridge gives us the freedom we need to serve our clients in the way that we choose, while also processing our investment business and providing advanced support in all business matters.
Cambridge’s purpose is to make a difference in the lives of their advisors, the advisors’ clients, and their associates. They are guided by four core values:
Integrity
Honesty, fairness, and ethics are the foundation of their culture
Commitment
Making a difference to their community through quality, excellence, and service
Flexibility
Offering solutions based on being open-minded, resourceful, and committed to mutual win-win
Kindness
In all things, consideration and compassion with a human touch guide their decisions
Cambridge is a national organization and has been named 2018 Broker-Dealer of the Year by Investment Advisor magazine, a recognition they have earned 11 times1.
For more information about Cambridge, visit Join Cambridge .
Investment Advisor magazine, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007 Division IV; 2003 Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. Visit thinkadvisor.com.