Founded in 19811, Cambridge is an independent broker-dealer and registered investment adviser focused on servicing financial advisors with an independent mindset and dedication to serving the needs of their investing clients.
Why Cambridge?
Flexibility
As an independent business owner, full control should be in your hands. From Cambridge’s perspective, flexibility and control are intertwined. Whether you are focused on growing your business, improving office efficiency, enhancing your marketing strategy, or simply providing your clients with access to a wide range of products, Cambridge can supply the flexibility you need to run your business your way.
Clearing Firms & Custodians
Multiple clearing firms and custodians, such as:
- Fidelity Institutional – NFS & FIWS
- Pershing LLC
- Pershing Advisor Solutions
- Charles Schwab
Commitment to Internal Control
Cambridge’s long-term plan for the firm is designed to preserve our independent status, so financial advisors can operate with complete confidence.
Common-sense Compliance
Cambridge’s Compliance Department strives to “find a way to yes,” and will work with you to find an alternative solution if your first choice does not meet the requirements of the current regulatory framework.
Broad Product Footprint & Special Advisory Platforms
Cambridge supplies one of the broadest product footprints in the industry. Over 500 mutual fund companies are available for direct business, and our complete universe of company and product offerings features a wide range of investment choices designed to put your clients in the best position to meet their goals. Known as TheFeeExperts®2 Cambridge provides advisory platforms designed to make doing business easy for financial advisors and planners. For decades, we’ve crafted our business towards how you do business, and look forward to the opportunity to serve you and your clients.
1Cambridge and its predecessor broker-dealer
2The Fee Experts® is a registered trademark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
225 Jordan Creek Parkway
Suite 104
West Des Moines, Iowa 50266
Securities through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Jordan Creek Financial Solutions. Jordan Creek Financial Solutions is owned and operated by Cambridge and its affiliates.
Non-deposit investment products are not NUCA or FDIC insured, not credit union or bank guaranteed, and may lose bank value.
This communication is strictly intended for individuals residing in all 50 states, DC, and PR. No offers may be made or accepted from any resident outside the specifics states referenced.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
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