We are Investment Advisor Representatives of Cambridge Investment Research, Inc. We offer separately managed accounts for an annual fee. We create a clients investment portfolio based on his or her specific needs in a way that will best achieve their goals. As Investment Advisor Representatives we have a legal fiduciary duty to put our clients interest above ours at all times. But then, we would do that anyway; it's just the right thing to do!
Cambridge Investment Research, Inc. is located in Fairfield, Iowa and is ranked as one of the top 20 independent Broker Dealers. They are a six time winner of Broker/Dealer of the Year.
All investment accounts are held at Pershing, LLC, a wholly owned subsidary of the Bank of New York/ Mellon, one of the world's largest financial institutions.
Investment Advisor magazine, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of rep/advisors. Visit advisorone.com.