2150 West 29th Avenue
RELATIONSHIP WITH CAMBRIDGE INVESTMENT RESEARCH
Our relationship with Cambridge Investment Research provides us with the tools we need to serve our clients. Because Cambridge does not offer any proprietary products, you can rest assured that our recommendations are objective, unbiased, and made specifically with your best interests at heart. Backed by one of the nation’s largest independent broker-dealer*, our firm has access to state-of-the art technology, innovative investment tools, independent research, and exceptional support services that allow us to devote our full attention to your needs and objectives.
CAMBRIDGE HIGHLIGHTS AS OF December 31, 2019
Assets Under Advisement (AUA)*
Home Office Associates
Financial Professions "Producing Financial Professionals"
*AUA reflects fee based and independent RIA assets plus commission ¹For the 12 months ending December 31, 2019 ²AUA reflects fee based and independent RIA assets plus commission assets ³Cambridge and its predecessor broker-dealer
AWARDS AND RECOGNITION
Honored by financial professionals as ‘Broker-Dealer of the Year’ an unprecedented 13 times by Investment Advisor*
Recognized by associates as a ‘Top Workplace in Iowa’ by the Des Moines Register nine straight years, 2011 - 2020
Named third in overall satisfaction among independent advisors by J.D. Power and Associates, 2020, 2019
Awarded ‘Best Early Adoption Partner’ by Albridge, 2018
Earned the ‘Data Excellence Award’ by Albridge, 2016 – 2018
*Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003 Division III
WHAT IS CAMBRIDGE’S MISSION OR PURPOSE AND VALUES?
Cambridge’s purpose is to make a difference in the lives of our their financial professionals, their clients, and our their associates. Cambridge is proud that the many financial professionals with them share their purpose and values of commitment, integrity, flexibility, and kindness.
In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.