airfield, Ohio-based Cambridge Investment Research
has inked a deal with AdvisorPort
for a new managed account program. The broker-dealer will offer the platform to its 550 reps.
Philadelphia-based AdvisorPort will also provide client profiling, investment proposal generation, money manager and mutual fund selection, portfolio monitoring and reporting for the reps.
, CEO and president of Cambridge, said that AdvisorPort was selected as its preferred partner after an industry wide search. "AdvisorPort is the industry’s most innovative fee-based platform provider with an impressive record of proven asset growth and operational stability," he said.
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