Build the business you've always envisioned with Cambridge's customized solutions for financial institutions — fully adaptable to your unique structure and goals.
Build Your Program Your Way
Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution. Plus, you have access to a wide variety of investment products, industry-leading technology, and common-sense compliance support.
Powerful prospecting tools to identify and engage clients within your existing customer base.
Professional training programs to develop financial advisors at every experience level.
Coaching and consulting to help you build an optimal practice within your institution.
Dedicated marketing support to help your program stand out and attract new clients.
Banks and credit unions have added credibility and an established presence. Financial advisors of all experience levels can benefit from the large, diverse client base and built-in loyalty inherent to financial institutions.
A successful program starts with a true partnership built around you. Cambridge is committed to your future.
Cambridge Can Help You Launch with
We'll architect the right program structure from the ground up to fit your institution's needs.
Expert negotiation support to ensure your agreements are structured for long-term success.
Hands-on consulting directly at your location to accelerate program launch and adoption.
Dedicated relationship managers to ensure ongoing partnership success and growth.
Comprehensive training and development for your team from day one and beyond.
Everything from technology to compliance, built for the unique environment of banks and credit unions.
Deliver great client experiences with our customized technology solutions built for independent advisors.
Access a diverse, open-architecture array of investment products to serve every client need.
Grow your practice and create an optimal office environment with coaching and consulting programs.
Build your brand and reach more prospects with customized, engaging marketing solutions that deliver results.
Create a legacy by partnering with our team focused on business continuity, succession planning, mergers, and acquisitions.
Take back hours in your day by outsourcing tasks, and spend more time where it matters most — with your clients.
Transition your business without missing a beat with our personalized plans and "Transition Express" program.
Run your business confidently with the support of our "common sense" compliance solutions, designed to fit the needs of your unique business model.
Connect and collaborate with thousands of like-minded financial professionals through our national events and peer communities.
Cambridge partners with financial institutions to build high-performing investment programs from the ground up.