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Rating:Cambridge Selects SMA Partner Not Rated 2.0 Email Routing List Email & Route  Print Print
Tuesday, January 28, 2003

Cambridge Selects SMA Partner

by: Sean Hanna, Editor in Chief

Fairfield, 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.

Eric Schwartz, 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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