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Change can be scary, but being stuck with or choosing the wrong firm is even scarier. Use the questions in this transition guide to ensure that the firm you want to call home can support you and your clients through a transition while avoiding disruption. Learn how Cambridge – an independent broker-dealer and RIA – can deliver the tools, resources, and support you need to make your transition experience a seamless one.
This guide will help you:
Take control of your future today. Our transition guide delivers the knowledge and guidance you need to conduct thorough due diligence on your potential future partner.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.