Cambridge Financial Group manages investment portfolios for individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Cambridge uses various investment vehicles, including equity securities, exchange-traded funds, and U.S. government securities. They employ charting, quantitative, fundamental, and technical analysis to manage client portfolios. Cambridge participates in wrap fee programs sponsored by various brokerage firms.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |