Cambridge Capital Information

Cambridge Capital provides individuals with powerful solutions for accumulating, preserving and growing their wealth. Our professionals look at your wealth in its varied dimensions - your assets and liabilities, your personal and business wealth, your short-term and long-term needs, how you want your wealth to benefit others both during your lifetime and after. This comprehensive "top down" approach, allows us to devise solutions that work not only on their own, but serve to complement your existing financial strategies. Our goal is to develop a truly effective plan for your wealth. Our relationship with you is directed by your particular interests. We work with you to set your goals. Where will you invest? How will you invest? Are your investments tax-efficient? Is your retirement funding sufficient. Do you have certain financial aspirations for your children, and their future education? Are you concerned about your family's welfare should something happen to you? We provide global portfolio strategies and counseling to meet the needs of the international investor. Tailored portfolios allow for tax-efficient decision-making, and the scope of our investment offerings is second to none. Clients benefit from an extensive range of asset classes and investment styles including traditional, alternative, growth and value. We see our clients as unique individuals, with unique aspirations and financial requirements. So, each of our private advisors is experienced in recognizing and understanding the dynamics of the different stages of wealth generation and management. This enables us to deliver services that meet the needs of each situation, now and in the years to come. We can assist with all aspects of realizing personal wealth.