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Product Solutions

We offer one of the broadest product footprints in the industry, enabling you to deliver the objectivity your clients deserve. Our Due Diligence Product Services Team serves as a liaison between Cambridge and hundreds of product companies. These relationships provide you access to a vast array of products. We utilize Fidelity Clearing & Custody Solutions and Pershing, as our clearing firms.

Contact a Business Development Director for a complete list of product offerings.

Alternative Investments

 We have agreements with companies offering direct participation programs (DPPs), limited partnerships (LPs), real estate investment trusts (REITs), equipment leasing, 1031 exchanges, and managed futures.

Annuities

Cambridge offers a robust list of companies that you may work with directly for variable annuity purchases. Given FINRA’s concern with investor protection regarding the sale of fixed index annuities (FIA), all FIA paperwork must go through Cambridge or your OSJ supervisor for principal review.

College Savings Plans

We offer tools to assist you in evaluating college savings plan options.

Health Savings Accounts

You can utilize any bank directly for a health savings account, but must use HSA Bank if you wish to move funds to an investment account at Pershing.

Cambridge Insurance Services

We provide no-nonsense advice on insurance industry trends, including legislative changes that impact your business, and help you make sense of the multitude of options available with access to a large variety of experienced MGA partners.  

Mutual Funds

Cambridge has selling agreements with a wide selection of mutual fund companies. We also offer FUNDpartners, an easy to use mutual fund reduced ticket charge program.

Retirement Marketplace

With Cambridge Retirement Plan Strategies (RPS), you can provide a simple yet savvy investment solution that allows participants to have an individually managed 401(k) account tailored with their personal goals and objectives in mind.

Trust Services

We have established relationships with several trust companies who offer a variety of services from trust planning and administration, to accounting, tax, and insurance services.

Fidelity Clearing & Custody Solutions (FCCS) and National Financial Services LLC (together “Fidelity”) are independent companies, unaffiliated with Cambridge Investment Research, Inc. (Cambridge). Fidelity is a service provider to Cambridge. There is no form of legal partnership, agency affiliation, or similar relationship between Cambridge and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Clearing & Custody Solutions is a registered service mark of FMR LLC. 786238.1.0