Cambridge Investment Research Advisors Inc. lifted its stake in Energous by 236.4% during the third quarter. Just over 50 percent of Cambridge’s associates live in the immediate area and Cambridge draws most of the other half of its associates from six surrounding counties in southern Iowa. Portfolio. Therefore, your financial professional is not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. The Cambridge ESOP is another step in controlling our own destiny by remaining privately-controlled based on associate, management, and advisor ownership – which includes hundreds of associates as indirect stockholders, along with management who are direct stockholders. At Cambridge, we are focused on the financial professional with an independent mindset and dedication to serving the best serving the needs of their investing clients. Cambridge Investment Research Inc. 1776 Pleasant Plain Road Fairfield, IA 52556-8757 Business Development: 877.688.2369 Reception: 800.777.6080 Solutions For … You may have arrived at this page because you followed a link to one of our old platforms that cannot be redirected. This enables your financial professional to customize an investment strategy designed to meet your unique long-term financial needs. At Cambridge, we believe in the entrepreneurial spirit of your financial professional. In addition, a broker-dealer and/or an RIA holds responsibility for regulatory compliance and adherence to securities laws. We are Cambridge. You are now leaving the Cambridge Investment Research website. Note: The password is case sensitive. An historic agreement co-steered by thought leaders in Cambridge and Singapore is set to fast-track research and commercialisation of FinTech plays. CLIC Client takes the next step in engaging investing clients with a collaborative mobile-ready environment. What is an independent financial professional? The key players involved are the Cambridge Centre for Alternative Finance (CCAF), based at the University of Cambridge Judge Business School, The Asian Development Bank Institute (ADBI) and the Cambridge Centre … In a his interview series, The Business of Philanthropy, Badr Jafar, Emirati philanthropist and Founding Patron of the Centre for Strategic Philanthropy at the University of Cambridge, speaks with Cambridge’s Vice-Chancellor Professor Stephen Toope. The University of Cambridge has been awarded £3m from the AHRC's Capability for Collections Fund to invest in equipment and refurbishment that will enable researchers from across the UK and worldwide to undertake new research into its heritage collections. Part of the University of Cambridge, Cambridge Enterprise supports academics, researchers, staff and students in achieving knowledge transfer and research impact. Read more Cambridge and its associates live and work in a small community and the Midwestern roots and main street connection are integral to the personalized connection Cambridge has with main street financial professionals; and the personal relationship these advisors have with their investing clients – many of whom also live and work in the same communities. An historic agreement co-steered by thought leaders in Cambridge and Singapore is set to fast-track research and commercialisation of FinTech plays. The Cambridge ESOP, Advisor, and Management Ownership: Beginning in 2017, Cambridge offered a major expansion of our associate benefits with the Cambridge Employee Stock Ownership Plan (ESOP) to eligible associates. Patrick McMahon, senior partner at Cambridge-based property consultancy Bidwells, responds to the Government's £760 million investment for reinstating 20 miles of railway line that will connect Oxford and Cambridge - two regions where the UK's life sciences industry has a critical mass. Cambridge Associates (CA) has decided to (1) adopt distribution and commercial policies that are more in line with other performance/index data providers, and (2) partner with IHS Markit, a world leader in critical information, analytics, and solutions, to leverage their global financial markets data and index distribution platform. The Cambridge Foundation: Eric has formed and funded family foundations, as well as The Cambridge Foundation, which is focused on community giving at a local level. In addition, a broker-dealer holds responsibility for regulatory compliance and adherence to securities laws. We are honored that your financial professional has chosen Cambridge Investment Research, Inc. (Cambridge) as their independent broker-dealer. At Cambridge, we are proud that we have a shared purpose and values many financial professionals choosing our firm for the support they need in their businesses. We offer a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology and independence. An independent broker-dealer is different from such firms because they generally do not underwrite securities, they do not create research, and they do not engage in investment banking. ... Curzio Research. Learn more. Cambridge Investment Research Advisors Inc. lifted its stake in Energous by 236.4% during the third quarter. They have the freedom to structure their business in a manner that best serves their investing clients. We strive to proactively transform services and business processes with a visionary view on practical solutions to help independent financial professionals define and execute succession plans. firm on FINRA's BrokerCheck. ... Cambridge House hosts the largest … Welcome to our online remote support and collaboration portal. ²AUA reflects fee based and independent RIA assets plus commission assets Through these financial professionals, Cambridge serves more than 400,000 individual retirement accounts and retirement plans, as well as over 300,000 nonretirement accounts. They have the freedom to structure their business in a manner that best serves their clients. What is Cambridge – an independent broker-dealer – and RIA? Check the background of this They have the freedom to structure their business in a manner that best serves their clients. Just as you have the opportunity to choose your financial professional, they in turn choose their independent broker-dealer. ... Curzio Research. Check the background of this Digital wealth at your fingertips. Cambridge’s investment process is driven by bottom-up, fundamental research with an emphasis on identifying companies that trade at a discount to their intrinsic value and a focus on risk mitigation to build wealth for retail and institutional clients. Research and thought leadership Our research, undertaken with leading academics in Cambridge and worldwide, is channelled into practical business and policy solutions. Member. Let us help you position your advice business for the future with innovative financial solutions focused on giving you choices to meet your unique business goals. » Meet the Executive Team. We believe every journey is important. Explore Solutions for Financial Professionals. CLIC® Advisor utilizes innovative partnerships with FinTech providers in a streamlined experience while supporting advisor choice. Our firm is indirectly owned by our associates through an ESOP, and directly owned by executive management. We are a privately controlled financial solutions firm dedicated to serving independent financial professionals and their investing clients. At Cambridge our primary focus is the independent financial professional and you -- their client. Portfolio. Copyright © 2021 Cambridge Investment Research Inc. All rights reserved. Similarly, the more than 3,300 advisors affiliated with Cambridge live and work in communities all across the country, servicing investing clients who reflect the unique demographics of their communities. Therefore, your financial professional is not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. Site Statistics 280,000 square-foot, state-of-the-art R&D hub Opened in 2014, the facility brings together approximately 1,000 Pfizer employees who were previously spread out across three area locations Located in the heart of Kendall Square, the unified Cambridge presence represents the opportunity to interlace Pfizer’s R&D capability with the densest biomedical … Copyright © 2020 Cambridge Investment Research Inc. All rights reserved. Instead of asking our financial professionals to fit into a mold of how we think they should do business, we empower them with a vast menu of compliance-friendly programs, products, solutions, and services. It is the number one source of information for investment trends and ideas, covering all aspects of the natural resource industry. Cambridge Associates is a global investment firm that works with premier institutional investors, private investors, and family offices to implement and manage custom investment portfolios. Many financial professionals with Cambridge have a business continuity plan as well as detailed succession plan in place to better serve their investing clients in the event of the unexpected. Objective advice on achieving your financial goals may be best delivered by an independent financial professional. Cambridge. Cambridge Investment Group, Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients with a broad range of choices regarding financial Solutions. We facilitate knowledge transfer by helping innovators, experts and entrepreneurs to use commercial avenues to develop their ideas and expertise for … This structure is designed to ensure that ownership of the company will remain with Cambridge management, associates, and advisors. Cambridge Investment Research Advisors Inc. now owns 58,455 shares of the industrial products company’s stock valued at $172,000 after purchasing an additional 41,078 shares during the last quarter. Independent financial services professionals are not employees of an independent financial solutions firm like Cambridge – they are independent business owners. We believe their choice serves your best interests because we are independently owned and your financial professional has the freedom to offer you objective guidance. What does ‘you control the journey’ mean? Security Notice Welcome. Your independent financial professional is not an employee of an investment or financial services firm – they are an independent business owner. Many of these financial professionals work closely with CPAs and attorneys regarding tax planning and estate planning – and several have been instrumental in helping their clients in the immediate aftermath of devastating natural disasters like flooding and fires. » Meet the Executive Team. We would like to show you a description here but the site won’t allow us. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values. Cambridge’s continual drive for innovative solutions and preserving private control means our efforts are at the forefront of tackling the challenges of succession planning. Cambridge offers information, resources, and tools for investing clients to help you as you work with your trusted advisor. As a client, they can offer you a long term, trusted relationship to help you meet your financial goals. Cambridge Highlights as of September 30, 2019, *AUA reflects fee based and independent RIA assets plus commission To gain access to the site please enter your User ID and PIN and then press Enter. These financial professionals live and work in communities all across the country, serving their investing clients who reflect the unique demographics of their communities. Our leadership is dedicated to maintaining a structure that enables us to control our future so independent professionals can better control their businesses. Security Notice Welcome. We’ve spent several decades establishing a flexible business model, a committed senior leadership team, a legal structure, and a formal succession plan; all in order to stay focused on both of you and remain true to our core values. Cambridge offers Succession Solutions for independent financial professionals. Cambridge Core is the new academic platform from Cambridge University Press, replacing our previous platforms; Cambridge Journals Online (CJO), Cambridge Books Online (CBO), University Publishing Online (UPO), Cambridge Histories Online (CHO), Cambridge … We are independent. At Cambridge, culture counts, and values matter most. Eric continues as executive chairman with Amy as president and CEO, along with a deep, experienced senior executive bench. Through Cambridge, these financial professionals have broad access to many financial solutions and types of products in order to give you choice and provide more personalized service. The following options allow you to connect to a session. Independent financial professionals utilize a broker-dealer and/or an RIA who provides services that include processing investment business, marketing assistance, practice management, and education. If you fail to login three consecutive times your account could be disabled. This enables your financial professional to customize an investment strategy or financial plan designed to meet your unique long-term financial needs. You are now leaving the Cambridge Investment Research website. into something to make a profit or get an…. Cambridge is focused on the financial professional with an independent mindset and dedication to best serving the needs of their investing clients. Maintaining the character and superior quality of Cambridge is the foundation that will sustain independence and private ownership for multiple generations. We believe preserving our commitment to both of you must start with the stability of management and ownership within Cambridge. We have spent several decades perfecting the succession plan now in place, which includes ownership by management and advisors and indirect ownership by associates of the firm. Welcome. A bonus program is in place that aligns with company, department, team, and individual performance on an annual basis, along with a 401(k) matching program for associates. IiO plans to combat food insecurity by offering grants of up to $20K for nonprofi…. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research Inc. – an independent broker-dealer. At its core, succession planning creates a foundation for relationship building, inspiring action, and creating solutions. Controlling our financial stability and future translates into freedom of choice as well as quality of service and expertise for your business and ours. Whether you are experiencing major life changes, planning for retirement, or simply deciding where to invest and save your money, a financial professional can advise you, the investing client, on how to best prepare your finances for the future. By working with your trusted financial professional, you can get guidance and advice on how best to develop and manage a plan that works for your goals – including savings for your children’s college funding or saving for your retirement and then spending those hard-earned retirement funds. We believe their choice serves your best interests because we are independently owned and your financial professional has the freedom they need to best serve your needs and financial objectives. Years ago we embraced strategic planning for long term independence for Cambridge as a firm with dedication and enthusiasm. ³Cambridge and its predecessor broker-dealer, Cambridge Expands Commitment to Diversity, Equality, and Inclusion Focus with the Addition of New Financial Professional Advisory Council. investment definition: 1. the act of putting money, effort, time, etc. Cambridge offers information, resources, and tools for investing clients to help you as you work with your trusted advisor. Learn more. We honor financial professionals with a Spirit of Cambridge award every – based on voting by our associates of the financial professionals with Cambridge 10 years or more that best reflect our purpose, values, and service excellence to their clients. Political Science Research and Methods (PSRM) is a general political science journal dedicated to publishing original scholarly work of the highest quality from all subfields of political science.The journal specifically focuses on research applying rigorous methods to empirical or theoretical problems and promotes a rigorous scientific approach to the study of politics. At Cambridge, we believe in the entrepreneurial spirit of your financial professional. We would like to show you a description here but the site won’t allow us. We are a privately controlled financial solutions firm dedicated to serving independent financial professionals and their investing clients. The Cambridge ESOP is intended to provide a means whereby eligible associates receive an account with equity interest in Cambridge with a focus on accumulating assets for retirement savings. firm on FINRA's BrokerCheck. Explore Solutions for Financial Professionals. Cambridge Investment Research Advisors Inc. now owns 58,455 shares of the industrial products company’s stock valued at $172,000 after purchasing an additional 41,078 shares during the last … View the full announcement here: https://t.co/U3YEzxRIjs https://t.co/STDXWWMGwY, RT @investinothers: We’re ready to ‘Restock the Shelves’! research definition: 1. a detailed study of a subject, especially in order to discover (new) information or reach a…. Just as you have the opportunity to choose your financial professional, they in turn choose their independent broker-dealer. Cambridge Investment Research Inc. 1776 Pleasant Plain Road Fairfield, IA 52556-8757 Business Development: 877.688.2369 Reception: 800.777.6080 Solutions For … Does Cambridge help financial professionals with their succession plans? Leadership committed to culture and values: Cambridge was founded by Eric Schwartz, our Executive Chairman, more than 35 years ago. Over 3,300 financial professionals throughout the country choose Cambridge, and we have over 800 associates on our team to serve them and their clients. We take great pride in the many financial professionals with Cambridge that share our purpose and values of commitment, integrity, flexibility, and kindness. Our culture of true independence means you, the financial professional, control the journey. CIG is primarily focused on education, research, and information services companies. Instead of asking our financial professionals to fit into a mold of how we think they should do business, we empower them with a vast menu of compliance-friendly programs, products, and services. Stock ownership by senior leadership, and an employee stock ownership plan: while it may be appealing for founders of some companies to cash out as they get older, this is not part of our succession plan or of interest to Eric, Amy, or the senior leadership team. Various trusts are in place and controlled by Eric, along with Amy, and other senior executives to serve as a plan if he were to pass unexpectedly. Patrick McMahon, senior partner at Cambridge-based property consultancy Bidwells, responds to the Government's £760 million investment for reinstating 20 miles of railway line that will connect Oxford and Cambridge - two regions where the UK's life sciences industry has a critical mass. What are the main pillars of Cambridge’s succession plan? Cambridge Associates (CA) has decided to (1) adopt distribution and commercial policies that are more in line with other performance/index data providers, and (2) partner with IHS Markit, a world leader in critical information, analytics, and solutions, to leverage their global financial markets data and index distribution platform. IiO plans to combat food insecurity by offering grants of up to $20K for nonprofi…. You may be familiar with broker-dealers that are subsidiaries of conglomerates such as commercial banks, investment banks, and investment companies. Selecting an independent financial professional is an important step to achieving your goals. Your independent financial professional utilizes a broker-dealer, who provides services that include processing investment business, marketing assistance, practice management, and education. I Information G ... Our long-term investment perspective and commitment of personal time and resources differentiates us from traditional sources of private capital. Cambridge offers information, resources, and tools for investing clients to help them as they work with their trusted advisor. We offer a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology and independence. ¹For the 12 months ending December 31, 2018 View the full announcement here: https://t.co/U3YEzxRIjs https://t.co/STDXWWMGwY, RT @investinothers: We’re ready to ‘Restock the Shelves’! The … Site Statistics 280,000 square-foot, state-of-the-art R&D hub Opened in 2014, the facility brings together approximately 1,000 Pfizer employees who were previously spread out across three area locations Located in the heart of Kendall Square, the unified Cambridge presence represents the opportunity to interlace Pfizer’s R&D … I Information G ... Our long-term investment perspective and commitment of personal time and resources differentiates us from traditional sources of private capital. It is the number one source of information for investment trends and ideas, covering all aspects of the natural resource industry. Research and thought leadership Our research, undertaken with leading academics in Cambridge and worldwide, is channelled into practical business and policy solutions. What is Cambridge’s plan for independence and maintaining control? Part of the University of Cambridge, Cambridge Enterprise supports academics, researchers, staff and students in achieving knowledge transfer and research impact. We are here to support your independent business as a financial professional and your investing clients as they work with their advisor to reach their goals. Will Cambridge remain independent and privately controlled? Cambridge Expands Commitment to Diversity, Equality, and Inclusion Focus with the Addition of New Financial Professional Advisory Council. This means we do not force them to sell proprietary products or meet any sales quotas. Welcome to our online remote support and collaboration portal. Read more Financial strength through profitable growth and service excellence: as Cambridge nears into its fourth decade of financial strength and profitable growth, our commitment to financial professionals is clear with our achievement of an average of 9 out of 10 overall satisfaction rating from our advisors for over 20 years. Member. How many advisors are with Cambridge, and how many associates are there to support them? In addition, a broker-dealer holds responsibility for regulatory compliance and adherence to securities laws. In a his interview series, The Business of Philanthropy, Badr Jafar, Emirati philanthropist and Founding Patron of the Centre for Strategic Philanthropy at the University of Cambridge, speaks with Cambridge’s Vice-Chancellor Professor Stephen Toope. Together, we serve financial professionals and their clients with an unwavering dedication to our firm’s values of integrity, commitment, flexibility, and kindness. Cambridge is located in Fairfield, Iowa, where it is the largest employer with over 800 associates in this Midwestern community of about 10,000 residents. Cambridge Core is the new academic platform from Cambridge University Press, replacing our previous platforms; Cambridge Journals Online (CJO), Cambridge Books Online (CBO), University Publishing Online (UPO), Cambridge Histories Online (CHO), Cambridge … Cambridge is proud that advisors who share our core values of integrity, commitment, flexibility, and kindness choose Cambridge as their financial solutions firm. Welcome. Your independent financial professional utilizes a broker-dealer who provides services that include processing investment business, marketing assistance, practice management, and education. The Vancouver Resource Investment Conference has been the bellwether of the junior mining market for the last twenty-five years. CIG is primarily focused on education, research, and information services companies. The University of Cambridge has been awarded £3m from the AHRC's Capability for Collections Fund to invest in equipment and refurbishment that will enable researchers from across the UK and worldwide to undertake new research into its heritage collections. You may have arrived at this page because you followed a link to one of our old platforms that cannot be redirected. Our purpose is to make a difference in the lives of our advisors, their clients, and our associates. There are many different types of firms for your financial professional to consider in choosing a broker-dealer. Your independent financial professional is not an employee of an investment or financial services firm – they are an independent business owner. Independent financial professionals choosing Cambridge are financial planners, retirement planners, wealth advisors, investment advisors, fiduciary advisors, and succession planners for business owners. The … This means we do not force them to sell proprietary products or meet any sales quotas. Cambridge. Over the last 20 years, Eric and Amy, our President and CEO, have developed Cambridge’s senior leadership team which reflects a culture and passion for independence. At Cambridge, we have our succession plan firmly in place, and we stand ready to assist financial professionals with their independent journey and succession plan. We are honored that your financial professional has chosen Cambridge Investment Research, Inc. (Cambridge) as their independent broker-dealer. In addition to service excellence, Cambridge has been recognized 11 times as the Broker-Dealer of the Year. The Vancouver Resource Investment Conference has been the bellwether of the junior mining market for the last twenty-five years. To gain access to the site please enter your User ID and PIN and then press Enter. What is Cambridge’s mission or purpose and values? The key players involved are the Cambridge Centre for Alternative Finance (CCAF), based at the University of Cambridge Judge Business School, The Asian Development Bank Institute (ADBI) and the Cambridge … The following options allow you to connect to a session. Cambridge’s investment process is driven by bottom-up, fundamental research with an emphasis on identifying companies that trade at a discount to their intrinsic value and a focus on risk mitigation to build wealth for retail and institutional clients. Cambridge has a written plan in place for independence and maintaining control – designed to enable us to better control our destiny so financial professionals can also better control their future and service to their clients. We believe every journey is important.