Our Broker Dealer
Cambridge Investment Research, Inc.
Founded in 19811, Cambridge Investment Research, Inc. is one of only two remaining large, privately held independent broker-dealers in the industry. Together, Cambridge and Independent Financial Professionals focus on a common priority – you.
Cambridge’s four core values of integrity, commitment, flexibility, and kindness drive its service-oriented culture. Honesty, fairness, and ethics are the foundation of its culture. Cambridge offers solutions based on being open-minded, resourceful, and committed to win-win solutions, while consideration and compassion with a human touch guide the broker-dealer’s decisions.
Recognized in the industry as The Fee Experts®2, Cambridge has been ranked a fee leader among independent broker-dealers for 17 consecutive years3 and is an eleven-time honoree in the Broker-Dealer of the Year annual poll4. Cambridge is among the top 10 independent broker-dealers based on revenue and continual growth.
Click here to learn about the Broker Dealer of the Year award.
The Importance of Independence
Cambridge believes in the entrepreneurial spirit of the financial professional. Instead of asking you to fit into a mold of how it thinks you should do business, Cambridge empowers you with a vast menu of compliance-friendly programs, products, and services. This enables you to customize an investment strategy designed to meet your clients’ one-of-a-kind financial needs.
Cambridge is owned entirely by its management and financial professionals. Its executive leadership has spent over 20 years building a legal structure, business plan, and a management team with the goal of remaining privately owned.
Contact us to learn more about the importance of independence.