Capitalize on growing trend toward fees

Our Broker Dealer

The Fee Experts™

Almost any broker/dealer can execute a trade for you, and for some Rep/Advisors this might be enough. On the other hand, you may have a growing number of clients who want you to make objective recommendations and decisions that meet their specific, sometimes unique, investment needs-and are willing to pay a fee for this expertise. Consequently, more and more Representatives are dedicating themselves to filling this role of "trusted advisor." And this, in turn, requires much greater freedom of choice.

Freedom to choose requires an independent broker/dealer with the widest range of options, and nobody offers more fee-based options than Cambridge Investment Research. While some Rep/Advisors can satisfy their clients' needs with just a few mutual fund choices, an ever-increasing number are turning to professional money management using multiple trading platforms, requesting customized fee schedules, even creating new programs for their clients.

The Cambridge Managed Account Platform (CMAP) is a flexible, low cost Advisor driven and controlled fee platform. You select the investments and set the fee - Cambridge will provide fee debiting and notification for one of the lowest prices in the industry of (7-10 basis points)!

The Cambridge Asset Allocation Platform (CAAP) is a fully turnkey asset management wrap account for mutual funds or exchange traded index funds. CAAP is equipped with all the tools needed to establish and administer a fee-based asset management service and frees the Rep/Advisor and staff from back office burdens. There are multiple investment strategists overseeing model portfolios with individual Investment Policy Statements based on a risk tolerance questionnaire. Portfolios may contain Load-waived Mutual Funds, No-load Mutual Funds, Exchange Traded Mutual Funds, Leveraged Index Funds, Inverse Mutual Funds, Sector Funds and DFA's institutional core and asset class funds. Russell provides access to proprietary institutional-quality, multi-manager mutual funds.

Third party money management programs offered through Cambridge include:

1. ADVISORport, Inc.
2. Aris Corp - Wealth Services (AWS)
3. Brinker Capital
4. BTS Asset Management
5. Cambridge Account Model Management (CAMM) NFS Only
6. Clark Capital Management Group
7. Clarke Lanzen Skalla (CLS) Investment Firm
8. CMG Capital Management
9. Curian Capital
10. Eqis Capital
11. Frontier Asset Management
12. Genworth (Assetmark)
13. Hanlon Investment Management
14. ICON
15. Independent Portfolio Consultants
16. ITS Asset Management
17. LBS Capital Management
18. Lockwood Financial Services
19. Loring Ward Advisor Services
20. Manning and Napier Advisory Advantage
21. Meeder Financial
22. Morningstar Investment Services
23. Nationwide
24. Niemann capital Management
25. Neuberger Berman
26. NFS Managed Account Solutions (MAS)
27. OFI Private Investments
28. Pacific Financial Group
29. Pershing Managed Account Network (MAN)
30. PMG Asset Management
31. Portfolio Strategies
32. Potomac Fund Management
33. Prudential (frmly American Skandia)
34. PTS Asset Management
35. Russell Investment
36. SEI Investment Management
37. Sowell Management Services
38. Stonebridge Capital
39. The Institute for Wealth
40. Vantage Investment Advisors
41. Wealth builder Investments
42. Weatherstone Capital Management (formerly Mutual Asset Management)