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We are an industry-leading independent broker-dealer that enables financial professionals to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. Financial professionals choose to work with Cambridge as their independent broker-dealer so that they may offer their clients unbiased investment advice.
Cambridge feels very strongly that a broker-dealer's values clearly drive the quality and service a financial professional receives and in turn delivers to their clients. Our key values have long been based on:
Integrity – honesty, fairness, and ethics are the foundation of our culture.
Commitment – making a difference to our 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 human touch guide our decisions.
We are proud that independent financial professionals who share our values choose Cambridge. Together, we focus on a common priority: you.
You control the journey.
- August 14, 2013 Initial release
- September 13, 2013 New version 1.11
- June 28, 2014 New version 1.14
- August 07, 2014 New version 1.17
- June 05, 2015 New version 1.20
- June 26, 2015 New version 1.22
- July 04, 2015 New version 1.24
- July 02, 2016 New version 1.26
- July 05, 2016 New version 1.28
- July 13, 2016 New version 1.31