The Fee Experts™

Build your fee business by learning from 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 a broker/dealer with the widest range of options, and nobody offers more fee-based options than Cambridge.  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 the industry-low price of 5 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. American Skandia
3. Aris Corp - Wealth Services (AWS)
4. AssetMark
5. Brinker Capital
6. Clark Capital Management Group
7. Clarke Lanzen Skalla (CLS) Investment Firm
8. Curian Capital
9. Genworth Financial
10. Hanlon Investment Management
11. ICON
12. Independent Portfolio Consultants
13. ITS Asset Management
14. LBS Capital Management
15. Lockwood Financial Services
16. Loring Ward Advisor Services
17. Manning and Napier Advisory Advantage
18. Meeder Financial
19. Morningstar Investment Services
20. Nationwide
21. Neuberger Berman
22. NFS Managed Account Solutions (MAS)
23. OFI Private Investments
24. Pacific Financial Group
25. Pershing Managed Account Network (MAN)
26. PMG Asset Management
27. Portfolio Strategies
28. Potomac Fund Management
29. Prudential (frmly American Skandia)
30. PTS Asset Management
31. RTE Asset Management
32. SEI Investment Management
33. US Fiduciary
34. Vantage Investment Advisors