At Cambridge, our culture of flexibility, integrity, commitment, and kindness will make you feel at home. Our experienced Transition Team will guide you through every step of the transition process, so you feel supported at every turn during your move.
When you transition to Cambridge, you can expect:
- A customized transition plan and timeline
- A dedicated transition consultant
- Flexibility for your clients’ assets to move over in-kind
- E-signature capabilities from day one
Ready to make your move? Select the ‘Get Started’ button to connect with a member of our Business Development Team and learn how Cambridge can support your transition.
Explore More Resources
The Pillars of True Independence
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating Something Wonderful
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Find Stability in a Shifting Landscape
Hear from our CEO and Co-Chairman of the Board, Amy Webber, on why Cambridge has remained internally controlled for nearly 45 years1—and why we’re built to stay that way for the long haul.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
