Fiduciary Investment Services

Plan Level Services

  • Core Funds: ERISA 3(38) Investment Manager Services
  • Investment Policy Design
  • Core Funds: ERISA 3(21) Fund Analysis Services
  • RFP Pricing and Performance Analysis Services
  • Pooled Asset Management: Strategic & Tactical Allocation Management under ERISA 3(38)
  • Pooled Asset Consulting: Strategic & Tactical Allocation
         Recommendation / Consulting under ERISA 3(21)
  • QDIA Design and Management
  • Trustee and Investment Committee Management Services


Participant Level Services


  • Managed Account Services (Risk-Based)
  • Managed Account Services (Glidepath)
  • GAP Analysis Services
  • Non-Managed Account Advice Based Services

Managed Account Services Charts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Investing in securities (including the models advertised herin) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investments loss including loss of original principal.

Because of the inherent risk of loss associated with investing. Cambridge is unable to represent, guarantee, or even imply that our services and methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate you from losses due to market corrections or declines.

The model advertised herein is not designed based on the individual needs of any specific client or investor. In other words, it is not a customized strategy designed to the specific financial circumstances of the client. However, prior to opening an account using the advertised model, your advisor will consult with you to determine if your financial objectives are appropriate for investing in the model. You are provided the opportunity to place reasonable restrictions on the securities held in your account.