Cambridge Investment Group

Cambridge Investment Research operates as an independent broker-dealer and registered investment adviser, offering a robust platform for financial professionals. It delivers comprehensive solutions for practice management, encompassing advanced asset management tools, sophisticated technology platforms, and strategic guidance for business transitions. The firm supports independent advisors in optimizing operations and enhancing client service.

Eric Schwartz founded the company in 1985, driven by the insight that independent financial professionals required a supportive framework without compromising their autonomy. His vision was to create a firm enabling advisors to build and operate practices freely, fostering direct client relationships while benefiting from institutional resources. This approach empowered individual professionals within the complex financial landscape.

The firm primarily serves independent financial advisors and Offices of Supervisory Jurisdiction, equipping them to provide thorough financial advice to their diverse client bases. Cambridge Investment Research's vision centers on continuously enhancing its service model and technological infrastructure, allowing advisors to navigate evolving market conditions. It aims to remain an essential partner for the sustained growth and client commitment of independent financial professionals.