Cambridge Investment Research Advisors Inc: A Comprehensive Guide In 2023

Introduction

Cambridge Investment Research Advisors Inc is a leading financial services firm that has been in operation for several decades. The company has managed to build a strong reputation in the industry by providing top-notch investment advisory services to its clients. In this article, we will explore everything you need to know about Cambridge Investment Research Advisors Inc, including its history, services, and achievements.

History of Cambridge Investment Research Advisors Inc

Cambridge Investment Research Advisors Inc was founded in 1981 by Eric Schwartz, a financial advisor with a passion for providing personalized investment advice to his clients. The company started as a small operation but has since grown to become one of the most respected financial services firms in the industry.

Services Offered by Cambridge Investment Research Advisors Inc

Cambridge Investment Research Advisors Inc provides a wide range of services to its clients, including investment advisory services, financial planning, retirement planning, estate planning, and tax planning. The company’s team of financial advisors works closely with clients to develop customized financial plans that meet their unique needs.

Investment Philosophy of Cambridge Investment Research Advisors Inc

One of the key strengths of Cambridge Investment Research Advisors Inc is its investment philosophy. The company believes in a disciplined, long-term investment approach that is based on sound research and analysis. The firm’s investment committee is made up of seasoned professionals who are responsible for making investment decisions on behalf of clients.

Recognition and Awards

Over the years, Cambridge Investment Research Advisors Inc has received numerous awards and recognition for its outstanding performance. The firm has been named one of the top independent broker-dealers in the United States by several industry publications, including InvestmentNews and Financial Planning magazine.

Why Choose Cambridge Investment Research Advisors Inc?

There are several reasons why you should consider working with Cambridge Investment Research Advisors Inc. Firstly, the company has a proven track record of delivering excellent results for its clients. Secondly, the firm’s investment philosophy is based on sound research and analysis, which helps to minimize risk and maximize returns. Finally, the company’s team of financial advisors is highly skilled and experienced, providing clients with the expert guidance they need to achieve their financial goals.

Conclusion

Cambridge Investment Research Advisors Inc is a top-performing financial services firm that has established itself as a leader in the industry. With a wide range of services and a disciplined investment approach, the company is well-positioned to help clients achieve their financial goals.

People Also Ask

What is Cambridge Investment Research Advisors Inc?

Cambridge Investment Research Advisors Inc is a financial services firm that provides investment advisory services, financial planning, retirement planning, estate planning, and tax planning to its clients.

When was Cambridge Investment Research Advisors Inc founded?

Cambridge Investment Research Advisors Inc was founded in 1981 by Eric Schwartz, a financial advisor with a passion for providing personalized investment advice to his clients.

What is the investment philosophy of Cambridge Investment Research Advisors Inc?

Cambridge Investment Research Advisors Inc believes in a disciplined, long-term investment approach that is based on sound research and analysis. The firm’s investment committee is responsible for making investment decisions on behalf of clients.

What recognition and awards has Cambridge Investment Research Advisors Inc received?

Cambridge Investment Research Advisors Inc has been named one of the top independent broker-dealers in the United States by several industry publications, including InvestmentNews and Financial Planning magazine.