Cambridge Investment Research, Inc.

Firm Profile

Cambridge Investment Group, Inc. is a privately-controlled firm with a national reach across the financial services industry consisting of multiple broker-dealers and RIAs, including: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Continuity Partners Group, LLC – a special purpose broker-dealer and registered investment advisor; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country supporting over 3,000 independent financial professionals nationwide who serve their clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.

KEY CONTACTS
Sales: Colleen Bell, (800) 777-6080, colleen.bell@cir2.com

Mark Thornton, (800) 777-6080, mark.thornton@cir2.com

Kyle Selberg, (877) 688-2369, kyle.selberg@cir2.com

WEBSITE
http://www.joincambridge.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million),
Mid ($10-$100 million), Large ($100-$250 million)

OPTIONS AVAILABLE
• Retirement Sales Desk Representatives
• Business Development Consultants
• Recruiter for Retirement Plan Advisors
• 3rd Party Vendor Analysis Tool
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• Participant Advice/Participant Services
• CRM/Data Aggregation
• Allows Fiduciary Declaration 3(21)/3(38)
• Custom Risk Based/Target Date Models
• 408(b)(2) – In-House Or Outsourced
• Plan Design Consulting
• Consulting On SMAs

700 Home Office Employees Supporting the Business
3rd Party Clearing BD: Mid-Atlantic, Matrix, Pershing, NFS