Investment Management

At Cambridge Advisors, we recognize that every client is unique.  We spend time with you – the kind of time that other financial consultants can't give to individual clients.  We take the time to learn about you, your family, your values, your present finances, and your future plans.    Because we understand you and your goals, we can manage your portfolio in a way that reflects your personal values, circumstances, and objectives. 

We specialize in managing custom-tailored investment portfolios of individual securities, mutual funds, and exchange traded funds to reflect each client's specific needs and constraints.

We work in concert with our client's other advisors to insure a coordinated strategy that is well-communicated between all parties.   The resulting investment portfolio is accommodative to client requests and preferences and is flexible so that it can be easily modified as their circumstances change.  Our client-focused approach ensures that clients receive a high level of personal attention in addition to the ongoing high-quality, professional management of their investment portfolios.

Let the experts at Cambridge Advisors focus on the day-to-day management of your investments so you can focus on the activities you enjoy.

ATTENTIVE      ♦      TRUSTED      ♦      ACCESSIBLE