Your Institutional Investment Advisor
Cambridge Financial Services does not deal with the individual investor. Instead, we concentrate on our role as an institutional investment advisor. We assist both business and non-profit agencies with endowment and pension investment consulting services. Unlike many other retirement investment advisors, we do not offer any proprietary 401(k) or pension products. This allows us to provide you with truly independent information. We also can act as asset management advisors because we have our own software system to measure the performance of asset managers. We strive to be your single source for employee benefits and even provide you with group health and life benefits.
Independent Retirement Investment Advisors
Many companies are in need of deferred compensation investment advice. Most retirement benefits come under the heading of deferred compensation, meaning that the employee contributions are not subject to income tax, and special rules apply. Retirement investment advisors and pension investment consultant such as Cambridge can help you to be confident that you are in compliance with applicable laws and regulations as well as monitoring investment performance for your employees. Cambridge has the experience necessary to help your company. We also can combine these services with group health and life insurance packages and even human resources services. This will give your company the maximum benefit with a minimum amount of inconvenience.
Evaluating Asset Management Advisors
One of the unique advantages you will benefit from when you choose to work with Cambridge is our system of evaluating asset managers. When we act as your asset management advisor, one of the tools we use is our own program, the Cambridge Asset Manager Monitor Analysis©, that analyzes the performance of the various managers. This system allows us to compare various managers without bias in a way that prevents one or two odd quarters from affecting the overall rating.
Cambridge is ready to be your institutional investment advisor. Contact us and learn more about the many ways we can benefit your company.
