- Service Name
Cambridge Investment Research
- Industry
Financial Services, Investment, Broker-Dealer, Registered Investment Advisor
- Main Value Proposition
Cambridge offers independent financial advisors the autonomy and resources needed to manage their businesses effectively and meet their clients' investment objectives.
- Description
Cambridge Investment Research is an independent broker-dealer and Registered Investment Advisor (RIA) that provides support and resources to independent financial professionals. With over 40 years of experience, it empowers advisors to serve their clients effectively while growing their businesses.
- Key Features
Flexible Technology Platform; Comprehensive Practice Management Solutions; Diverse Investment Product Options; Robust Marketing Services
- Use Cases
Cambridge is most valuable for independent financial advisors, Registered Investment Advisors (RIAs), broker-dealers, and Offices of Supervisory Jurisdiction (OSJs) looking to enhance their business operations and client service.
- Competitive advantages
Unprecedented recognition as 'Broker-Dealer of the Year' 13 times by Investment Advisor magazine.; A wide range of customizable solutions tailored to the specific needs of independent financial advisors.; A strong community and networking opportunities that foster collaboration among financial professionals.
- Strengths
Cambridge's strengths lie in its long-standing reputation, comprehensive support services, innovative technology solutions, and a strong commitment to the independence of its advisors.
- Positioning
Cambridge positions itself as a leader in providing independent financial professionals with the tools, resources, and support necessary to thrive in a competitive market.
- Audience
The target users include independent financial advisors, Registered Investment Advisors (RIAs), broker-dealers, and financial institutions seeking to grow their practices and improve client service.
- CTA
Start your journey
- Tags
Independent Financial Advisors
Investment Solutions
Practice Management
Financial Independence
- Tagline
Your Success is Our Priority.
- Tone of Voice
Supportive, Professional, Empowering
- Differentiation
Cambridge stands out in the market by providing a unique combination of independence, extensive support, and a commitment to the success of financial professionals, allowing them to operate with confidence and flexibility.
- Brand Positioning
Cambridge's brand identity emphasizes independence, innovation, and a commitment to the success of its financial professionals, fostering a culture that values collaboration and community.
- Founded
1981-01-01
- Founders
Eric Schwartz