Why We Selected Cambridge as Our RIA

All financial professionals must be affiliated with a Registered Investment Advisor (RIA) and/or a broker-dealer to process business and receive compensation for their services. We have chosen Cambridge as our RIA to distribute investment advice.

With Cambridge, we choose to work with you in a way that keeps your best interests in mind. Cambridge owns no proprietary products (mutual funds, ETF’s, Insurance companies or products, etc.) that other hybrid/dually registered RIA’s might. This way, we keep your best interests in mind as we are not required to offer you proprietary products and/or services that the hybrid/dually registered RIA advisors may be required to do.

As an independent firm, Cambridge believes culture counts, values matter most, and independence is the bedrock of our mutual success. With a wide variety of investment options and zero corporate interests, we can provide unbiased advice that solely benefits our clients. 

Cambridge and its associates live by four core values driving a culture of service excellence:

Integrity – Honesty, fairness and ethics are the foundation of Cambridge’s culture

Commitment – Making a difference to the community through quality, excellence, and service

Flexibility – Offering solutions based on being open-minded, resourceful, and committed to mutual win-win

Kindness – In all things, consideration, and compassion with a human touch guide Cambridge’s decisions

It is very important to us that we do business with a firm that shares our values. Just as we were able to choose a firm with a certain set of values, you have the opportunity to choose a financial advisor that exhibits the qualities you admire most.

To learn more about Cambridge’s culture and values, visit www.cir2.com.