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Advisory Services

We partner with you to achieve your goals

If you prefer to be involved in investment decisions, we adapt our investment advice and resources to meet you where you are. We can provide advisory solutions for your total portfolio or for select asset classes, markets, or strategies.

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We empower you to make the best financial decisions

We provide customizable advisory portfolio management. This tailored model works well if you prefer to be actively involved in investment decisions or need additional resources and expertise to support internal investment staff.

You’ll benefit from the full strength of Cambridge Associates’ knowledge, research capabilities, and investment platform. Working with a dedicated team focused on your goals, you’ll retain final approval on investment decisions.

We are a hands-on partner in managing your portfolio

With our advisory portfolio management approach, your Cambridge Associates investment team provides daily portfolio oversight. This includes directive recommendations on asset allocation, portfolio structure, and manager selection.

 

 

We can extend your in-house resources

For institutions and family offices with a well-staffed investment office, we also provide a tailored approach to augment your existing staff resources. Functioning as an extension of your team, we’ll provide access to the specific skills, manager network, or sounding board your organization requires.

I feel I’m as much a part of my clients’ investment teams as I am of my team at Cambridge Associates. Understanding my client’s goals and needs, I can surface relationships and ideas to consider that might not otherwise have been available to them.

Sheila Ryan

Partner, Pension Practice

The level of involvement each family wants varies. Whatever the parameters, we craft the relationship that allows each family client to be involved where desired and have the confidence in knowing that our team will handle all the rest.

Judy Zhang

Managing Director, Private Client Practice

My clients authorize certain decisions, based on established guidelines. This allows them to focus on how these assets can contribute to their organization’s mission while trusting that we will oversee day-to-day management of the portfolios.

Ham Lee

Managing Director, Healthcare Practice

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