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
Deliver customized client experiences with our flexible technology solutions.
Provide holistic advice with access to one of the broadest product footprints in the industry.
Grow your business and create the optimal office environment with the support of our coaching and consulting programs.
Build your brand and reach more prospects with customized, engaging marketing solutions that deliver results.
Secure your legacy by partnering with our dedicated teams focused on business continuity and succession planning.
Outsourcing tasks allows you to take back hours in your day and spend more time where it matters most — with your clients and team.
You deserve a seamless transition. We provide comprehensive transition timelines and support so you and your clients do not skip a beat.
Run your business confidently with the support of our “common sense” compliance solutions, designed to fit the needs of your unique business model.
Connect with other Cambridge financial advisors who can help guide you on your journey to grow your network and achieve your goals.
Office locations to provide you with the support you desire in a collaborative environment.
“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
