Four Critical Questions about Independence and Stability
Rep/Advisors who have been driven to switch Broker/Dealers are keenly aware of the importance of stability. Virtually every one of them will advise those facing a transition to look very carefully at the stability and independence of Broker/Dealers and to ask the tough questions about:
Commitment to Independence
Cambridge is privately held, with all stock in the hands of its Founder, Management, and Rep/Advisors. All of them are committed to remaining independent.
The Resources to Compete
For Cambridge, the answer is a resounding “Yes!” Our growth during the past few years has given us the size and resources to compete successfully, and our leadership expertise in the fee side of the business enables us to stay ahead.
Commitment to Clients
Cambridge may be unique among large (Division IV) Broker/Dealers in its commitment to providing the kind of adaptable, common sense support that Rep/Advisors elsewhere only dream about. We may also be the only FP Top 50 Broker/Dealer* with two active, practicing Rep/Advisors on its four-member Board of Directors. What this means is that when Rep/Advisors talk, Cambridge listens.
The Financial Commitment
Cambridge has created a completely unique program—Cambridge’s Equity Participation Program—with the express purpose of reinforcing the mutual commitment of both Cambridge and its Rep/Advisors to long term independence and stability.
Looking for a stable, independent home? Click here to explore what Cambridge offers.
* Financial Planning Magazine’s annual Top 50 Broker/Dealer survey