You need independence and flexibility to run your Office of Supervisory Jurisdiction (OSJ), your way, and reach your business goals – not limits and restrictions.
Cambridge understands that your business model is unique. We support leaders like you by tailoring solutions to meet your needs at any scale, as well as the needs of the financial professionals you serve.
You can have the best of both worlds: Independent ownership and the flexibility to run your business your way.
At Cambridge, you can expect:
“When I was considering creating an enterprise, I was told that Cambridge had exactly what I needed to help financial professionals build their practices. Over 13 years later, I can assure you they were telling the truth.”
Monte Ferguson, Founder and Partner, Pivotal Advisors