Cambridge Asset Allocation Program (CAAP)

Our Turnkey Asset Management Program, CAAP, lets you build and administer fee-based asset accounts through our partnerships with highly skilled investment professionals who are deeply committed to a thorough and disciplined investment process. CAAP does this by delivering a state-of-the-art, diversified set of asset portfolios. Together, you and your client design an investment strategy based on a detailed analysis from the Risk Tolerance Questionnaire. With your client’s current financial information and the questionnaire results in hand, we will recommend a risk/return profile with a choice of CAAP models and/or strategists.

When world-class investment strategists and first-rate back office support join forces, the result is a turnkey asset allocation program that is hard to beat.

Services include:

• A wide range of allocation models provided by world–class investment strategists.
• Turnkey asset management services including account allocation, account reviews three times per year and an annual rebalance, and a dedicated back office support team.
• The flexibility to set your own account fee schedule. Our services include: fee calculation, debiting, and annual performance reporting.