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Chicago Office

350 N Orleans St,

Suite #9000n
Chicago, IL 60654

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 our 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 first class technology, ongoing due diligence and compliance teams.  Stocks, bonds, mutual funds, ETFs, private banking solutions, insurance solutions, multiple custodians and  alternative investments; such as: private placements, REITs, Advanced Financial Planning Teams and other financial products and services to serve your financial plan.  

Cambridge is dedicated to you, 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. 

SEI Private Trust 

SEI Private Trust 

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AssetMark Private Trust

AssetMark Private Trust


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