Established in 1981, Cambridge Investment Research is an independent investment advisory firm with more than 1,000 professionals nationwide managing over $20 Billion in assets.  Thousands of affluent individuals, businesses, and non-profits have entrusted us with their assets.

 

Unlike many firms, Cambridge has no proprietary products to sell. Our unbiased advice helps clients select the best products and services for their unique environments. Our advisors are right here in the San Francisco Bay Area, ready to help you.

We believe the investing public deserves objective, independent advice and access to a wide array of investment products and services.

 

You deserve a financial professional who exceeds your expectations as a trusted advisor. Cambridge advisors are independent business owners and professional advisors who answer to their clients’ needs, not to the demands of a “sales manager” or parent company that manufactures insurance or investment products.

 

At Cambridge, we believe your goals are best achieved when your advisor is completely objective and impartial in giving you investment and financial advice. We encourage experienced, professional advisors to draw upon their expertise and Cambridge’s significant resources to help you create your own, unique financial future utilizing our broad selection of products and services.

 

We offer investment products and services from hundreds of investment firms and they are at your fingertips when you choose to partner with our advisors.

 

I invite you to use the many services of any of the hundreds of offices nationwide to help you plan for your financial objectives and personal dreams.