As an independent advisor at Cambridge, we’ll give you the flexibility to run your business and help clients reach their investing goals.
Experience the freedom of building your RIA while leveraging the resources and support to further grow your legacy.
Maintain autonomy and infrastructure while developing scalability for your broker-dealer.
As an Office of Supervisory Jurisdiction (OSJ), you thrive when your financial professionals thrive. We support OSJs with tailored solutions designed to help you meet the unique needs of your financial professionals.
Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution.
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.