Cambridge Advisors is an independent, fee-only registered investment advisor. Our team of highly-educated investment professionals is dedicated to helping clients build and preserve their wealth. We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets.
As the trend towards fee-only advice from a registered investment advisor is gaining popularity amongst investors and advisors, we have always operated under this optimum arrangement since our inception more than 25 years ago. If these values are attractive to you, we invite you to learn more about Cambridge Advisors.
As the trend towards fee-only advice from a registered investment advisor is gaining popularity amongst investors and advisors, we have always operated under this optimum arrangement since our inception more than 25 years ago. If these values are attractive to you, we invite you to learn more about Cambridge Advisors.
Services
Our professionals are dedicated to higher learning and work as a team, sharing their knowledge, diverse experience and expertise to benefit all clients of the firm. Combined, we have over 100 years of experience helping clients reach their financial goals. Lori is President of Cambridge Advisors Inc. and one of the firm's principals.
We recognize you have many choices when selecting a financial advisor. It can be difficult to determine how each is different and which one is best for you. We appreciate the trust our clients place in us and know they are depending on us to help them reach their goals. We take this responsibility seriously and value the long-lasting relationships we build.
At Cambridge Advisors, we recognize that every client is unique. We spend time with you - the kind of time that other financial consultants can't give to individual clients. We take the time to learn about you, your family, your values, your present finances, and your future plans. Because we understand you and your goals, we can manage your portfolio in a way that reflects your personal values, circumstances, and objectives.
From our office in Omaha, we work with clients across the state of Nebraska as well as across the country. Our advisors work directly with each client; there is no intermediary "account rep" or "relationship manager" so clients talk directly with the person doing research and making the investment decisions in their portfolios.
We begin all of our relationships by going through The Cambridge Advisors Personalized A.I.M System. Our comprehensive investment management process looks at each client's unique situation and develops a customized solution to help the client achieve their specific financial goals.
First, we assess and analyze the client's unique situation looking at factors such as time horizon, tax bracket, types of accounts, resources and investment experience.We also discuss their goals and needs for their accounts along with any preferences or limitations for the account. From the information gathererd, we create and update the Investment Policy Statement which provides guidelines on how the portfolio should be invested.
First, we assess and analyze the client's unique situation looking at factors such as time horizon, tax bracket, types of accounts, resources and investment experience.We also discuss their goals and needs for their accounts along with any preferences or limitations for the account. From the information gathererd, we create and update the Investment Policy Statement which provides guidelines on how the portfolio should be invested.
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