Build the business you’ve always envisioned with Cambridge’s customized solutions for financial institutions.
Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution. Plus, you have access to a wide variety of investment products, industry-leading technology, and common-sense compliance support.
Banks and credit unions have added credibility and an established presence. Financial advisors of all experience levels can benefit from the large, diverse client base and built-in loyalty inherent to financial institutions.
A successful program starts with a true partnership built around you. Cambridge is committed to your future, and can help you launch a successful program by providing: