We are a privately-controlled financial solutions firm serving independent financial advisors and their investing clients. Read our Privacy Policy.

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

Click here to view the complete Privacy Policy.


Cambridge Privacy Policy Addendum for California Residents


Type of Information Disclosed to a Third Party Sold
Indentifiers Yes No
Personal Information Yes No
Characteristics of Protected Classifications No No
Commercial Information Yes No
Biometric Data No No
Internet Activity Information No No
Geolocation Information No No
Audio, electronic, visual, thermal, olfactory No No
Psychometric Information No No
Professional/Employment Information Yes No
Inferential Information No No
Information regarding minor children Information No No