What Trusted Rep/Advisors Require

Almost any Broker/Dealer can execute a trade for you, and for some Rep/Advisors this might be enough. On the other hand, a growing number of clients want you to make objective recommendations and decisions that meet their specific, sometimes unique, investment needs—and are willing to pay a fee for this expertise. Consequently, more and more Rep/Advisors are dedicating themselves to filling this role of “trusted advisor.” This, in turn, requires much greater freedom of choice.

OpenOPTIONS™ Means More Choices

“Freedom To Choose” requires a Broker/Dealer with unsurpassed fee expertise, so it can offer the necessary range of options. While some Rep/Advisors can satisfy their clients’ needs with just a few platform and program choices, an increasing number are using multiple trading platforms, customized fee schedules, and entirely new programs for their clients. We’re seeing more Rep/Advisors with unprecedented client needs and situations, and who need unconventional, yet compliant, solutions. At Cambridge, this is all in a day’s work.

We Are The Fee Experts^®*

Cambridge OpenOPTIONS goes beyond the conventional scope of program, platform and clearing choices, and also applies to the business-model choices that Rep/Advisors make in building and managing their businesses. For example, if you want to use Cambridge’s RIA, we support this decision. If you want to use your own, we’ll help you do that as well. Want to focus on fee business? We’re The Fee Experts^®, and nobody can support your fee business better than Cambridge. Have a big commission book? No problem! Our support is best-in-class.

In short, we are determined to make it very difficult for you to outgrow us.

Click here to consult with one of our OpenOPTIONS experts 

*THE FEE EXPERTS^® is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.