Independence.  Freedom.  Choice.

Cambridge has a wide and diverse universe of company and product offerings – in fact, we believe they have one of the broadest product footprints in the industry while maintaining thorough due diligence. Cambridge considers quality and choice to be equally important as you consider your product choices.

Their relationships provide you access to a vast array of product companies providing variable annuities, alternative investments with offerings that include business development companies, real estate investment trusts, oil and gas, equipment leasing, managed futures, private equity and numerous direct third-party money manager relationships with access to platforms with hundreds of managers.

Plug in to their innovative fee-based resources and sophisticated expertise to identify the right money managers for your clients, learn how to use WealthPort®, and increase efficiency.

Retirement Plan Solutions

  • Retirement plan investment strategies
  • Advanced plan design
  • Recordkeeper evaluation
  • Plan analysis
  • Request for proposal (RFP) assistance
  • Prospecting support 

Investment Solutions

  • Complex products
  • Sales
  • Financial planning and review
  • Retirement income strategies
  • Portfolio optimization

Fee-based Solutions

  • CAAP®
  • Fee-based advisory services
  • Third-party money managers
  • Transitioning from commissions
  • Strategist guidance and consultation

WealthPort®

  • CAAP and CMAP proposal tools
  • Standardized model management
  • Block trading and rebalancing with CMAP

CAAP is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.
*Reproduced with permission by Cambridge Investment Research, Inc. for specific use by The Independent Grid through December 31, 2017.

Practice Management

If you are looking to take your business to the next level, take advantage of one of the coaching programs you have access to through Cambridge Investment Research, Inc.

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