When you work hard to accumulate wealth, you need an investment advisor who takes time to know you...who understands your situation and your goals...someone who will custom-tailor their service to you rather than trying to fit you into their models...someone who will provide clarity about your financial picture and what strategies will help you reach your goals...someone who you can rely on because you know their advice is objective and based on time-proven strategies...someone who will help simplify your life so you can focus on the activities you enjoy...You need Cambridge Advisors.
WHO WE ARE
Cambridge Advisors is an independent, fee-only registered investment advisor. Our team of highly-educated investment professionals is dedicated to helping clients build and preserve their wealth. We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets.
As the trend towards fee-only advice from a registered investment advisor is gaining popularity amongst investors and advisors, we have always operated under this optimum arrangement since our inception more than 25 years ago. Gaylan Abood founded Cambridge Advisors on January 1, 1990 to provide a high level of personal service to investment management clients, a quality he felt was lacking in brokerage firms and bank trust departments. As we have added new faces to Cambridge Advisors and widened our circle of clients, our core values have remained constant since the beginning:
♦ To always act with integrity
♦ To be aligned with the client's interests
♦ To have highly educated professionals working together as a team
♦ To have a client-focused approach
♦ To provide a high-quality service
If these values are attractive to you, we invite you to learn more about Cambridge Advisors. Wondering if our services might benefit you? Take our quick and easy Discovery Quiz to find out.