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Choosing a broker-dealer or registered investment advisor is like choosing a life partner. It can be one of the most important decisions you ever make. When making such a big decision about a business partner, it is critical to let your values lead the way. What do you stand for? What do your clients need? What is your business culture? What are the goals for your business?
Our whitepaper will walk you through important factors that financial professionals often overlook when selecting a partner firm. A few of the considerations discussed in detail include:
After reading this whitepaper, you will be prepared to size up any partner firm and ask the right questions.
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.