Broker Check

Our affiliation with Cambridge Investment Research, Inc. (Cambridge) 

We have chosen to affiliate with Cambridge to benefit from their extensive array of money management technology, access to a full range of financial instruments, and their ability to guide us in complying fully with industry regulations.  Financial planning and money management are often complex are very heavily regulated. Developing these systems on our own would be very expensive. Affiliating with a well-established, proven broker-dealer provides us with this essential infrastructure for a much lower cost.  We pass that savings along to you, our client.

More information about Cambridge, our affiliation with them, and their operating practices and procedures, as well as ours, is available in form ADV-II A and B.

We place great value on our relationship with Cambridge and view them as a critical strategic partner.

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