Advisor Services

Advisor Programs

Cambridge offers many choices among multiple trading platforms, investment programs, and customized fee schedules – far more than any of their competitors. This wide array of choices helps us more accurately and easily meet the needs of our clients.

CMAP

The Cambridge Managed Account Platform (CMAP) is a flexible, low cost, advisor-driven and controlled platform. CMAP allows us to use a broad array of investment products, including individual general securities, load funds at NAV, no-load funds, bonds, etc.

CAAP

We are able to select a portfolio from one of our experienced Cambridge Asset Allocation Platform (CAAP) strategists to meet a variety of investment needs starting at $5,000.

UMA

We can select multiple strategies to be implemented within the same account. Cambridge provides Unified Managed Accounts (UMA) overlay management to maintain the selected strategy allocations.

Fee-based Model

We are compensated through a fee-based model which means we have a fiduciary duty to act in the best interest of our clients. We don’t receive commissions or fees based on product sales, so you can rest assured we are sitting on the same side of the table

Financial Planning Services

We offer financial planning services for a flat fee. We work to understand your needs and create custom strategies and portfolios to reach your goals.