Asset Management Solutions
Flexible investment solutions — designed for the way you do business
WealthPort
WealthPort® is Cambridge’s flexible managed account solution designed to support your unique business model—no matter how you engage with clients. Whether you manage accounts directly or prefer to outsource, WealthPort delivers streamlined tools, scalable service, and time-saving efficiency so you can stay focused on deepening client relationships.
Why Advisors Choose WealthPort
- Efficient rebalancing and planning tools
- Flexible account structures designed for scale
- High-net-worth support through unified managed accounts
- Streamlined model assignment and trading
- Tailored management styles: advisor, team, strategist, or hybrid
Choose from a range of account management options designed to fit your preferred style:
Act as the investment manager while gaining access to a broad range of products and streamlined tools — all while maintaining full control of your client relationships.
Standardize investment strategies across your office with team-directed models. Designate a single trader and manage client accounts through WealthPort’s Block Trading platform — allowing your team to scale more effectively while delivering consistent service.
The Cambridge Asset Allocation Platform (CAAP®1) gives you access to a wide range of third-party strategists and models to match your clients’ goals, values, and risk preferences. Free up time to focus on the client experience while leveraging institutional-quality investment expertise.
Combine CAAP strategies and individual securities within a single account. The UMA solution supports deeper customization, expanded diversification, and strategic access to multiple asset classes — all in one place.
Cambridge Managed Account Platform
The Cambridge Managed Account Platform (CMAP) gives you the freedom to build a portfolio that fits your clients' goals using a wide range of investment options—including general securities, mutual funds (load and no-load), bonds, and more. You choose whether to manage accounts on a discretionary or non-discretionary basis and take advantage of electronic trading for added efficiency.
Third-party Management Programs
Access one of the most extensive selections of third-party money managers and platform providers in the industry. Whether you're seeking turnkey solutions or specialized strategies, Cambridge gives you the flexibility to match clients with the investment management approach that best fits their needs.
Financial Planning
Cambridge supports a variety of business models, allowing you to choose what works best for your business. Whether you're implementing a fee-based or fee-only business model or offering financial planning services, we provide flexibility to meet your clients' needs while growing your revenue potential.
Financial Planning Services
We support one-time and subscription-based financial planning services and integrate with various financial planning software programs. Fees for these services can be structured as hourly, asset-based, or flat service fees.
1CAAP® is a registered mark of Cambridge Investment Research, Inc. For its program for investment managers.
Business Tools and Growth
Supporting your success with expert resources
Cambridge is dedicated to supporting your business growth with the tools and resources you need to thrive. From streamlining operations to helping you accelerate growth; we offer customized solutions tailored to your unique goals.
Practice Management
Build business equity and enhance operational efficiency with expertise from Cambridge’s Practice Management Team. Whether you’re just starting or looking to scale, we provide the guidance you need to succeed.
Take advantage of one-on-one consultative sessions with subject matter experts in areas including:
- Branding
- Business growth
- Digital strategy and social media
- Practice management
- Technology
- Time management
Each session is designed to help you assess your needs, build a strategic support system, and stay on track to achieve your business goals.
Cambridge’s Real Practice Management (RPM) program offers personalized coaching combined with interactive quarterly group meetings. Focused on helping you develop, implement, and achieve your goals with purpose, RPM is designed for long-term success. Whether you’re refining your business plan or creating a succession strategy, RPM gives you the tools to stay ahead.
Hear from Cambridge advisor’s about their growth and experience in the RPM program.
Outsourcing Solutions
Time is valuable, and Cambridge Source (Source) helps you reclaim more of it. Our in-house outsourcing solutions give you the freedom to focus on what matters most—your clients.
Hiring top talent doesn't have to be time-consuming. Let us simplify the process with:
- Cambridge Office Assistants are available for an hourly rate to support your account management, paperwork, cashiering, and more
- HR Consultants to help you hire the right person for your business
- The Next Step® Internship Program to develop the next generation of financial professionals
Listen to a Cambridge advisor and their office assistant share how the foundation of friendship drives their collaboration and mutual success.
Empower your team with resources that unlock their full potential:
- Advisor and associate training to build expertise and confidence
- Work Style Dynamics assessments to understand and leverage your team’s strengths
Position your business for long-term success with tailored solutions and marketing:
- Business consulting for evaluating strengths and opportunities
- Custom website design and development to attract and engage clients, and create a strong online presence
- Email newsletters to stay top of mind with clients
- Marketing and social media management from our in-house experts to amplify your message
Safeguard your business with the latest in technology and security:
- Cybersecurity services to protect your systems from evolving threats
- Technology support including cloud backups, email filtering, and remote help desk services
Networking
Grow your business—and your community. At Cambridge, you’re independent but never alone. We offer intentional opportunities for financial advisors to connect, learn, and grow together—because peer relationships can be a powerful business advantage.
Access a private, advisor and administrative professional only platform built for sharing. Ask questions, exchange recommendations, brainstorm ideas, and engage in real-time discussions on the topics that matter most to your business.
Our Real Practice Management (RPM) program combines personalized coaching with quarterly group sessions alongside fellow advisors—so you can enhance your skills, gain accountability, and form meaningful connections.
Attend in-person and virtual events designed to help you stay ahead of industry trends, discover new strategies, and connect with peers from across the country.
Discover the power of connection. Explore events designed to help you grow your business, stay current on industry trends, and build lasting relationships.
Be part of an inclusive group focused on supporting greater gender diversity in the financial services industry. Through online forums, virtual meetups, and an annual in-person event, you’ll find a space to grow, lead, and inspire.
Succession and Acquisition Solutions
Whether you're planning a succession, exploring a merger or acquisition, or structuring a buyout with an existing partner, Cambridge gives you expert guidance every step of the way.
With over 50 years of combined experience, our Succession and Acquisition Solutions team simplifies the process—saving you time, money, and unnecessary complexity.
Hear from a Cambridge advisor about his experience with the Succession and Acquisition Solutions Team.
Our Comprehensive Services Include:
- Affordable in-house financing with flexible options1 to support your transaction
- Customized document preparation to handle the operational details, so you can focus on your goals
- Matchmaking and relationship building to find the right succession, acquisition, or continuity plan
- Business valuations to inform your strategy
- Succession and continuity planning to protect your legacy and support a smooth transition
1Subject to separate underwriting process
Whether you're a few years out or just starting to think about retirement, Cambridge helps you create a plan that reflects your goals and values.
- Create a staged or full retirement plan aligned with your timeline
- Identify the right successor to carry on your vision
- Maximize your business value and define a smooth, viable transition path
- Protect your clients, employees, and heirs in the event of an emergency
If you don’t have a continuity partner or written agreement, Continuity Express® gives you a simple, secure emergency plan.
Available exclusively to Cambridge financial advisors, this program ensures your clients are cared for even in the event of the unexpected.
We work with another Cambridge advisor to step in and support your business if needed. No retail buyout. No outside interference. Just protection, handled.
Compliance
Navigating today’s complex regulatory environment can be a challenge—but you don’t have to do it alone. Cambridge’s consultative Compliance Department is here to help you stay ahead of changing rules with practical, common-sense guidance.
We don’t believe in managing to the lowest common denominator. Instead, we collaborate with you to find creative, compliant paths forward—so you can keep innovating and serving your clients with confidence.
Compliance With a Human Touch
When you engage with our team, expect thoughtful, productive conversations grounded in our core values—integrity, commitment, flexibility, and kindness. Our goal is to support your success, not stand in its way.
Investment Solutions
Delivering holistic advice with a broad product offering
Your clients have unique investing goals. Our comprehensive product suite provides the flexibility you need to tailor solutions that meet those goals — from socially responsible investing to alternative investments. With one of the industry’s broadest product footprints, you can offer the right solutions for every client’s situation.
Investment Products
We offer an extensive range of high-quality products, backed by rigorous due diligence, so you can provide the best strategies for your clients.
- 1031 Exchanges
- Business Development Companies (BDCs)
- Crypto-Currency Companies
- Direct Participation Programs
- Interval and Tender Funds
- Leveraged and Inverse ETFs
- Limited Partnerships
- Real Estate Investment Trusts (REITs)
- Special Purpose Acquisition Companies
Cambridge offers a robust list of variable and fixed-indexed annuities to meet the ever-changing needs of your clients.
- Fixed-Indexed Annuities
- Variable Annuities
Provide tailored fixed-income solutions:
- Access robust search engines
- Enter online purchase orders
- Generate reports of potential bond purchases and bond ladder portfolios
- Receive detailed bid requests and reporting
Access a wide range of mutual funds from top families:
- 6,700+ NFS Funds from 500+ mutual fund companies
- 16,500+ Pershing Funds from 500+ mutual fund companies
- 16,500+ share class alternatives
Evaluate and access structured products easily using the SIMON platform, an interactive tool designed to help you find the right fit for your clients.
Access a variety of insurance products through our five Master General Agents (optional), offering both traditional and modern coverage options.
- Advisors Excel
- Ash Brokerage
- CreativeOne
- Crump Life Insurance Services
- TruChoice
Clearing Firms
- Fidelity Institutional®
- Pershing
Custodians
- Charles Schwab
- Fidelity Institutional®
- Pershing Advisory Solutions
We’ve partnered with multiple clearing and custody firms to give you the flexibility to choose the firm that best fits your business model.
We offer socially responsible investment options to help clients align their portfolios with their personal values.
Technology
Powering your potential with integrated, flexible tools
Cambridge’s technology ecosystem is designed to help advisors like you work the way you want — whether you’re in the office, at home, or on the go. Our customizable digital platforms, clearing options, and integrated FinTech tools support the way you serve clients, manage your business, and plan for growth.
CLIC
CLIC® is Cambridge’s integrated digital platform that brings account servicing, planning tools, client engagement, and data insights into one cohesive experience. It’s built to evolve with you and your business.
CLIC Advisor
CLIC Advisor, an extension of Cambridge’s digital workstation, is available with eMoney to enhance your practice with planning and productivity tools that help you work smarter and stay connected.
Features include:
- Unified user experience
- Mobile access
- Advanced data and business analytics
- Secure, unlimited document storage
- Comprehensive financial planning tools
- Collaborative, client-facing features
- Built-in marketing and client education materials
Watch how CLIC Advisor can help financial advisors elevate their business and deepen client engagement.
FinTech Integrations and Add-ons
Leverage powerful tools and integrations with industry-leading platforms, including:
- Bamboo: Marketing Upgrade
- eMoney
- HiddenLevers
- MoneyGuidePro
- Morningstar®
- Nitrogen*
- Redtail
- Salesforce
- Wealthbox
Plus, Cambridge offers custom-designed workflows for Redtail and Wealthbox, helping you automate repeatable processes and deliver a high-touch service experience with greater efficiency.
*Previously RiskAlyze
CLIC Client
CLIC Client gives your clients a personalized, mobile-friendly dashboard where they can access their accounts, track goals, and stay connected.
Features include:
- Advanced analytics
- Client account aggregation
- Custom branding for your business
- Goals-based financial planning
- Lead capture functionality
- Mobile web access
- Unlimited secure document storage
Watch how CLIC Client can help financial advisors elevate their business and deepen client engagement.
Transition
Hands-on guidance from a dedicated team
Transitioning to a new broker-dealer or registered investment adviser is a big decision. But it doesn’t have to be a big hassle.
Building your book of business took years of hard work, and a smooth transition is critical to your continued success. Cambridge gives you the confidence you need to feel comfortable making a move and the freedom to choose the business model, investment products, and technology options that best serve you and your clients.
Dedicated Support System
Our business is to get you back to yours as quickly as possible. That’s why we have a team of experts who offer tailored guidance and a comprehensive suite of resources to ensure a quick transition to Cambridge.
- A customized transition plan tailored to your book of business
- A warm and knowledgeable point of contact available to you and your office
- Training and guidance to help you and your staff quickly acclimate to our systems, processes, and paperwork requirements
Time-saving Technology
To maximize efficiency and client retention, you’ll have access to digital tools designed to reduce your transition time and workload, including:
- Docupace for digitizing paperwork and avoiding frustrating business disruptions
- eSignature to make gathering client signatures a breeze
- Paperwork Status Monitor so you know everything is progressing on schedule
Why Your Peers Choose Cambridge
It’s human nature for change to create a sense of uncertainty. We believe every financial advisor deserves an efficient, easy-to-follow transition guide. When you align with us, you’ll gain a team to walk alongside you during the transition process.
“The best transition team we have ever experienced. Everything we were promised the team would help with; they did. Working with this team confirmed we made the right decision moving to Cambridge.”
Lloyd H. | Joined Cambridge in 2024
“The Transition Team solidified our decision to join Cambridge. Everyone I worked with was extremely helpful and all proactively went out of their way to make sure things got done and helped solve any problems and issues that came up.”
Mitch S. | Joined Cambridge in 2024
“Our clients have unique situations, the Transition Team really cared about those unique situations and they worked with us to prioritize the one offs that needed to be handled.”
Mike C. | Joined Cambridge in 2022
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Turnkey Office Space
Gain the freedom of independence with the convenience of turnkey office space
Each available office location below can provide you with the support you desire in a collaborative environment.
To learn more about what’s included at a specific office location and the perks of joining Cambridge as an independent financial advisor, contact the Business Development Team (TheFeeExperts@cir2.com) at 877-688-2369 for a confidential conversation.
*The stars on the map represent our home office locations.
We have space available in select offices throughout the United States, including:
- Alabama: Auburn
- Colorado: Pueblo
- Connecticut: Madison
- Delaware: Dover, Hockessin
- Florida: Fort Myers, Jacksonville, Largo, Ponte Vedra
- Georgia: Atlanta
- Illinois: Des Plaines, Greenville, Oak Brook, Quincy
- Kansas: Salina
- Louisiana: Metairie
- Massachusetts: Millbury, Norwell
- Michigan: Flint, Holland, Kalamazoo, Richmond, Rochester
- Mississippi: Ridgeland
- Nebraska: Hastings
- New York: Williamsville
- North Carolina: Cornelius, Durham, Raleigh
- Ohio: Beachwood, Centerville, Columbus, Kettering, North Olmsted, Valley View, West Chester
- Oklahoma: Tulsa
- Oregon: Salem
- Pennsylvania: Camp Hill, Newtown, York
- Rhode Island: East Providence, Worcester
- South Carolina: Spartanburg
- Texas: Waco
- Virginia: Glen Allen, Richmond, Springfield, Stafford
1Cambridge and its predecessor broker-dealer.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
