Cambridge Financial Services Group (Now CAPTRUST) Information

Cambridge is an independent investment consulting registered with the SEC under the Investment Advisers Act of 1940. Cambridge is a woman owned enterprise independent of any type of investment program or asset manager. Cambridge offers advisory services that are unique to the consultant community, our strength lies in the ability to address funding requirements with effective and efficient investment vehicles that exceed goals of our clients. We assist qualified 401(k), 403(b), 457, pension plans in discharging their fiduciary responsibilities. Cambridge assists endowments, foundations, and corporate entities to construct portfolios that attain their investment goals and volatility constraints. Cambridge assigns senior multi-discipline teams with extensive experience in retirement plan investing, corporate treasury, Human Resources management and the legal community. The result is cost competitive superior consultant service. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Cadaret, Grant & Co., Inc. and Cambridge Financial Services, Inc. are separate entities.