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.
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.
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.
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.