You’re Independent. We’re Built to Support That.
As an OSJ leader, you need autonomy to run your business your way —without limits or rigid structures getting in the way.
We recognize that the OSJ model isn’t one-size-fits-all. We partner with experienced leaders like you to deliver flexible, scalable solutions — built to support your vision and the financial advisors you serve.
More Control. More Flexibility. More Opportunity.
With Cambridge, you get the best of both worlds: independent ownership of your business and the freedom to shape it how you see fit.
Here’s What You Can Expect:
- OSJ-level pricing
- Customizable payouts for the advisors you support
- Flexible platforms, multiple clearing options, and one of the broadest product footprints in the industry to help you meet the needs of a wide range of recruits
- A “common-sense” Compliance Department that’s collaborative and accessible
- Dedicated recruiting support to help you grow
Flexible platforms, managed models, and tools to help you design portfolios your way.
Resources and programs to help you scale, lead, and spend more time where it matters most.
One of the industry’s most expansive product footprints—designed to give you choice, flexibility, and support for holistic, client-first advice.
Integrated platforms and digital workflows that support the way you run your business.
A guided process built around your timeline, your clients, and your team..
Fully equipped spaces with a built-in community.
“When I was considering creating an enterprise, I was told that Cambridge had exactly what I needed to help financial advisors build their practices. Over 13 years later, I can assure you they were telling the truth.”
Monte Ferguson, Founder and Partner, Pivotal Advisors1
1Cambridge and Pivotal Advisors are not affiliated.
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
