ToolGrid

  • Video

Never Transition Alone

Enjoy a next-level advisor transition experience at Cambridge.

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.

Begin your journey.

GET STARTED

Featured

  • Cambridge Stronger

    Cambridge Stronger Podcast

    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.

    •
  • Video

    Celebrating 40 Years Together – Something Wonderful

    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.

    •
  • Whitepaper

    ESG and Socially Responsible Investing Strategies

    Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.

    •