Our independence allows us to choose business partners that provide us various services and resources. These business partners enable us to spend more time with our clients, and less time on back office tasks and processes.
Cambridge is an independent financial solutions firm dedicated to serving independent financial professionals like us. Their reach includes a large corporate RIA, Cambridge Investment Research Advisors, Inc., and Cambridge Investment Research, Inc., a nationally recognized independent broker-dealer.
Cambridge provides back office support and holds certain regulatory responsibilities. Their purpose is to make a difference in the lives of their financial professionals, their clients, and their associates. To learn more visit joincambridge.com.
SEI is a leading global provider of wealth management services that we often work with to provide investment management and product solutions. In business for over 50 years, SEI provides us access to the most up-to-date research to anticipate changing investor needs and provide innovative solutions. To help satisfy our client’s needs, we often chose to use SEI for their global resources and expertise in financial industry knowledge, leading-edge investment strategies and asset management technology. Our mission together is to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. To learn more, visit https://www.seic.com/who-we-serve/individuals/clients-of-advisors