You need independence and flexibility to run your Office of Supervisory Jurisdiction (OSJ), your way, and reach your business goals — not limits and restrictions.
Cambridge understands that your business model is unique. We support leaders like you by tailoring solutions to meet your needs at any scale, as well as the needs of the financial professionals you serve.
Enjoy More Autonomy — At Cambridge You Can Expect
Pricing established at the OSJ level, giving you real control over your economics.
Payouts customizable to each financial professional on your team for maximum flexibility.
Multiple clearing firms and a broad product footprint to meet every recruit's expectations.
A common-sense Compliance Department with an open mind and an always-open door.
Dedicated recruiting support for growth-oriented enterprises ready to expand their team.
Cambridge delivers a comprehensive toolkit designed to help OSJs run their enterprise with confidence, scale, and independence.
Deliver great client experiences with our customized technology solutions built for independent advisors.
Access a diverse, open-architecture array of investment products to serve every client need.
Grow your practice and create an optimal office environment with coaching and consulting programs.
Build your brand and reach more prospects with customized, engaging marketing solutions that deliver results.
Create a legacy by partnering with our team focused on business continuity, succession planning, mergers, and acquisitions.
Take back hours in your day by outsourcing tasks, and spend more time where it matters most — with your clients.
Transition your business without missing a beat with our personalized plans and "Transition Express" program.
Run your business confidently with the support of our "common sense" compliance solutions, designed to fit the needs of your unique business model.
Connect and collaborate with thousands of like-minded financial professionals through our national events and peer communities.
Have the best of both worlds: independent ownership and the flexibility to run your OSJ exactly your way.