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Cambridge Investment Research

@joincambridge.com

Cambridge Investment Research, Inc.

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About

Description

Cambridge Investment Research is an independent financial advisor brand that offers a wide range of products and services to help clients achieve their investment goals. As an independent advisor with Cambridge, you'll have the flexibility to run your own business while providing expert guidance to clients. Whether you're a registered investment advisor, a broker-dealer, an office of supervisory jurisdiction, or a financial institution, Cambridge has tailored solutions to meet your unique needs.


Their innovative technology, including the WealthPort customizable asset management solutions and the CLIC integrated account servicing platform, allows you to enhance client value and streamline your operations. In addition, Cambridge provides practice management support, marketing services, succession and acquisition assistance, compliance support, peer networking opportunities, and more. With Cambridge Investment Research, you'll have the resources and support you need to thrive in the financial advisory industry

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Company Type

Privately Held

Company Size

501-1000

Year Founded

1981

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