Broker Check

Our Strategic Partners

Who is Cambridge?

Who is Cambridge?

Meet Cambridge

One of the advantages we have is our choice to associate with an independent broker-dealer, Cambridge Investment Research (CIR). Cambridge provides us a platform where we can put the interest of the client first, thereby allowing us to sit on the same side of the table as our clients. Cambridge has no proprietary products and does not underwrite securities, thus mitigating many of the conflicts of interest inherent in the financial services industry.

Through my partnership with Cambridge, we have been able to maintain our independence, objectivity and integrity for the success of our clients. Through Cambridge, we have access to over 10,000 load and no-load mutual funds as well as insurance products, stocks, ETFs, bonds, options, CDs and other financial products so that we can find investments that are right for you.

Cambridge is dedicated to you, the investor, and therefore does not conduct investment banking, produce proprietary research or make markets in the securities recommended to you. The broker dealer aims to provide strength and stability through low-risk financial management. Additionally, Cambridge has advisor supervision and compliance that meets or exceeds requirements of the SEC, FINRA and state regulations. 

More Information about Cambridge Investment Research.

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SEI Private Trust 

SEI Private Trust 

It’s one thing to help someone achieve success. It’s another to make it last.

We help our clients do both.

We help professional wealth managers, institutional investors, investment management firms, and private investors create and manage wealth by providing innovative and comprehensive solutions that enable their long-term success.

We serve two related markets – wealth holders and wealth service providers – through five business units: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Private Wealth Management.


SEI Private Trust provides

Custodial Services

Tax Managed Solutions 

Personal Trust Services 

Investment Research Selection and Monitoring 

Mutual Fund, ETF and Individual Security Strategies 

Environmental, social and corporate governance (ESG) Investing Options

Social, Religious and Personal Values investing filters and strategies

Tactical Investing Strategies

Direct Indexing Strategies 

Implementation of Investment Strategies 

Diversification

Banking (In partnership with Bancorp)

Securities Backed Lines of Credit (In partnership with Bancorp)

More About SEI
AssetMark Private Trust

AssetMark Private Trust

AssetMark provides flexible solutions to serve a diverse, evolving and dynamic marketplace of investment solutions to meet the needs of investors who are growing in needs, complexity and net worth.  

Multiple Custodian Options 

High Networth and Specialized Money Managers

Investment Research Selection and Monitoring 

Tax Managed Solutions and Strategies

Personal Trust Services 

Implementation of Investment Strategies 

Mutual Fund, ETF and Individual Security Solutions

Environmental, social and corporate governance (ESG) Investing Options

Tactical, Strategic and Tax Managed Investment Strategies 

Enhanced Return Strategies 

Loss Limiting Strategies

Banking (In partnership with Bancorp & BNY Mellon)

Securities Backed Lines of Credit (In partnership with Bancorp & BNY Mellon)



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Fidelity & National Financial Services

Fidelity & National Financial Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

More about Fidelity / NFS
BNY Pershing

BNY Pershing

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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