Mission and Values | Cambridge Investment Research, Inc.

Sue Patterson, Amherst, MA, Joined Cambridge in July, 2004 Doug Tarella, Milford, MA, Joined Cambridge in February, 2003

At Cambridge, our mission originates from CEO Eric Schwartz and flows throughout our entire organization. We don’t think you can find a single person at our Home Office who does not take our core values of integrity, commitment, flexibility, and kindness to heart. Because we “walk the talk,” our values have become one of the main reasons our Rep/Advisors voted us Investment Advisor magazine’s 2007 Division IV Broker/Dealer of the Year.

At Cambridge, we think life should be enjoyed, and that the success of our relationship should be measured not only by our mutual prosperity, but also by how enjoyable it is for us to work together. Our values are truly important to us and are a major reason why we have been able to maintain our small-firm, family culture even as we have grown and gained national prominence.

Our Mission

To make a difference as the leading independent Broker/Dealer specializing in fee-based advisory solutions.

Our Core Values

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 win-win
Kindness – In all things, consideration and compassion with human touch guide our decisions

Find out what these values could mean to you and to your business.