Cambridge Investment Research, a broker dealer, is one of the most crucial partners that Strategic Investments Corp. works with. They provide services and support that are essential to any investment manager and financial planning service. Cambridge serves as a broker-dealer for the services we offer. This means that we purchase our client’s securities through them. They have a long history of financial excellence and are also one of the most reputable broker-dealers in the United States.
More About Cambridge Investment Research Broker Dealer
Cambridge is a privately-controlled financial services firm which serves independent financial advisors and their clients’ accounts. Cambridge is also a nationally registered investment advisor, meaning they can offer financial advising services of their own. An independent broker-dealer, Cambridge is also one of the most well-known and reputable leaders in the industry.
Cambridge Investment Group’s many subsidiaries include Cambridge Investment Research Advisors, Inc., a registered investment advisor firm; and Cambridge Investment Research, an independent broker-dealer. They are one of the largest independent broker-dealers in the country under private control. Cambridge supplies assistance and services to several thousand independent financial professionals nationwide. Their services cover hundreds of thousands of clients, and they are also a member of FINRA/SIPC.
The purpose of our partnership with Cambridge as a broker dealer is to be a benefit to the lives of our advisors, our clients, as well as our associates. We maintain this by continuously improving and refining our competitive advantage, unique services, personal experience, and world-class ranking.
Cambridge also boasts awards for broker-dealer of the year a grand total of 11 times. Including 2003, 2007, 2008, 2010, and every year from 2012-2018.
Broker-Dealer Services
In the financial services industry, a broker-dealer is a person, company, or organization that is in the business of trading securities. These trades can be either on their own behalf or that of their clients. In the financial realm, a broker and a dealer are typically two separate entities. Brokers facilitate trades for a client whereas a broker engages in trades for their own benefit. Therefore, a broker-dealer is simply an entity that does both.
Commercial banks, investment banks, Wall Street organizations and many forms of financial institutions can be considered broker-dealers. Broker-dealer’s are a necessary intermediary for any individual looking to purchase stock.
Other Financial Services from Strategic Investments Corp.
Offering access to broker-dealer services is only one of the many services we offer our clients. As part of our goal to provide a comprehensive financial management option, we also provide other services which include:
Each of these services offers a different form of financial protection or investment. We use risk management to determine where your portfolio could be exposed to potential losses and work to mitigate those. Tactical investing is our method of identifying highly focused and meticulously orchestrated trades which benefit our clients. As part of this, we employ research-driven investing which ensures that all of our investments are painstakingly planned. We do not make trades without a deep understanding of the risks and rewards. Our services also include securities-based lending. This option allows our clients to get fast access to cash using their securities as collateral. Therefore, our clients can enjoy a fluid cash flow without having to divest large amounts of their capital.
If your financial plan and investment strategy could use an upgrade, then contact Strategic Investments Corp. advisors today. We were founded to give our clients a fresh perspective on investing. Discover for yourself the difference our proactive investment strategies can make for you. Contact the Strategic Investments Corp. team at 410.312.5779 today!
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AR, CO, DC, DE, FL, GA, MD, MI, NJ, NY, NC, PA, VA, WV , Cambridge and Strategic Investments Corp. are not affiliated.