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Thomas Wagner, White River Junction, VT, Joined Cambridge in November, 2003 Gerry Steffes, Overland Park, KS, Joined Cambridge in August, 1997
Your business is all about choice—what investment options make the most sense for your clients, which portfolios and trading strategies best fit your clients’ needs, discretionary or non-discretionary trading—and much more. Cambridge offers the greatest array of options for how you manage your clients’ assets.Our Turnkey Asset Management Platform, CAAP (Cambridge Asset Allocation Program), gives you all the tools to build and administer fee-based managed asset accounts by outsourcing due diligence and money management to world-class investment strategists. Our Rep-Directed Asset Management Platform, CMAP (Cambridge Managed Account Platform), is the most flexible Rep/Advisor driven and controlled fee platform in the country. Our Outside Custodian Asset Management Platform, FlexMAP (Managed Account Platform), lets you hold assets at certain outside platforms. 3rd-party Money Managers give your clients an unsurpassed array of investment choices. Performance Reporting Options provide your clients with customized views of their accounts and assets. |