Cambridge Investment Research is a financial services company located in Phoenix, Arizona. Founded in 1981, Cambridge has grown to become one of the largest independent broker-dealers in the United States. The company provides services for financial advisors, including investment guidance, portfolio management, retirement planning, and more. Its Phoenix headquarters houses over 200 employees who help support advisors across the country. This article will provide an overview of Cambridge Investment Research’s offerings and services available from its Phoenix location.
Investment guidance and portfolio management
One of the core services provided by Cambridge Investment Research in Phoenix is investment guidance and portfolio management for clients. The company has a team of experienced analysts and advisors who work with clients to develop customized investment strategies based on their financial goals and risk tolerance. This can involve crafting asset allocation models, providing recommendations on individual securities, and actively managing portfolios on an ongoing basis. Cambridge aims to provide holistic guidance that takes tax implications and other factors into account when making investment decisions.
Retirement planning
Retirement planning is another key offering from the Cambridge Phoenix office. Their advisors help clients project their retirement income needs, develop strategies to maximize savings in tax-advantaged accounts like 401(k)s and IRAs, and create retirement income plans to last throughout their golden years. Cambridge can provide guidance on taking distributions from retirement accounts, managing required minimum distributions, and developing sustainable withdrawal strategies for retirement portfolios.
Financial planning services
In addition to investment management and retirement planning, Cambridge Research provides a suite of financial planning services from their Phoenix headquarters. This can include cash flow analysis, risk management, tax strategies, estate planning, and more. Their advisors take a goals-based approach to financial planning, aiming to develop comprehensive strategies tailored to each client’s unique objectives and financial situation.
Annuities and insurance products
For clients seeking guaranteed income streams, Cambridge Research offers access to a variety of annuities and insurance products through their Phoenix office. Their advisors can provide guidance on selecting fixed, variable, and indexed annuities from highly-rated insurance carriers. Cambridge also offers a range of life insurance, disability insurance, and long-term care insurance options to help clients manage risk.
Support for financial advisors
In addition to working directly with clients, a key part of Cambridge’s Phoenix operations involves supporting financial advisors across the country. As one of the largest independent broker-dealers, Cambridge provides advisors with ongoing training, practice management coaching, marketing support, and access to their wide array of investment and insurance products. The Phoenix team helps recruit, educate, and develop advisors seeking independence.
Cambridge Investment Research’s Phoenix headquarters provides financial advisors and clients with investment guidance, retirement planning, insurance products, and comprehensive financial planning services. Their experienced team supports advisors while crafting customized strategies for investor portfolios.