Socially Responsible Investing Strategies

Attract and Retain Values-focused Investors

Get the resources you need to build portfolios for socially responsible investors.

Social and sustainable investing funds have gained popularity as consumer preferences shift and investors demand more transparency.

It is estimated that $20 trillion will flow into sustainability-focused funds over the next 20 years.¹ You can help socially responsible investors achieve their goals with a flexible range of investment options.

Regardless of your level of expertise in social and sustainable investing principles, Cambridge has the resources you need to build impactful investing strategies for your clients. Our whitepaper can help you understand:

Factors driving sustainable investing
Asset allocation strategies
The cost of socially responsible investment

Cambridge can help you build a strong and balanced portfolio for clients who want to make an impact via socially responsible investing.

¹Stevens, P. (2019). Your complete guide to investing with a conscience, a $30 trillion market just getting started. CNBC. Retrieved from https://www.cnbc.com/2019/12/14/your-complete-guide-to-socially-responsible-investing.html

Cambridge By the Numbers

$1.87B

Total Revenue¹

$185B

Assets Under Advisement (AUA)²

3,800

Producing Financial Advisors

900

Associates

1981

Founded In³

No. 7

Largest independent
broker-dealer⁴

No. 9

Independent broker-dealer in
total account assets⁵

No. 9

Fastest-growing independent
broker-dealer⁶

^*All data as of 3/31/25
¹ Year-to-date actual annualized
²AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets.
³ Cambridge and its predecessor broker-dealer.
⁴Based on total revenue. Ranking received in InvestmentNews Magazine's 2024 independent broker-dealer industry survey rankings.
⁵Ranking received in Financial Planning Magazine’s 2024 IBD Elite survey rankings.
⁶Based on revenue growth. Ranking received in Financial Planning Magazine's 2024 IBD Elite survey rankings.

Be Part of Something Wonderful

Since Eric Schwartz founded the firm in 1981¹, Cambridge has helped financial advisors serve clients and build their businesses. Our mutual independence allows financial advisors control by offering a flexible range of products, solutions, technology platforms, and more.

Everybody talks about helping financial advisors and enterprise leaders grow, but Cambridge actually does it. I don’t know of another firm that has the coaching, recruiting support, and product footprint that Cambridge has.

Greg Raines
TAG Advisors²

I was like a kid at a candy store when I first got to Cambridge because we had so many products and sponsors to choose from. We never had that before. I was previously in a captive environment and had limited selection and shelf space. When I came to Cambridge, that all changed.

Monte Ferguson
Pivotal Financial Advisors³

Kindness is very important to me and is another big positive reason why I enjoy my time at Cambridge. I've always been impressed with the culture and felt very welcomed here.

Lisa Sappenfield Boyer
Boyer and Sappenfield Investment Advisors⁴

^¹Cambridge and its predecessor broker-dealer.
^²Cambridge and TAG are not affiliated
^³Cambridge and Pivotal Financial Advisors are not affiliated
^⁴Cambridge and Boyer and Sappenfield Investment 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.

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