Our Broker-Dealer
Coming together is a beginning. Keeping together is progress. Working together is success.
– Henry Ford
What is an independent financial professional?
Michael Vestal is not an employee of an investment or financial services firm – he is an independent business owner. He has the freedom to structure his business in a manner that best serves his investing clients. Michael has chosen to work with Cambridge Investment Group, Inc., a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge provides services to independent financial professionals that may include processing investment business, marketing assistance, business consulting, and education. In addition, Cambridge holds certain responsibilities for regulatory compliance and adherence to securities laws.
Why is private control and independence important?
You may be familiar with firms that are subsidiaries of commercial banks, investment banks, or investment companies. An independent, privately controlled firm is different because they generally do not underwrite securities, create research, or engage in investment banking. They allow financial advisors to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. Like Michael, many independent financial professionals choose to work with Cambridge because of their ability to provide investment advice and holistic financial and retirement planning guidance without expectations to sell proprietary products.
Cambridge is focused on the financial professional with an independent mindset and dedication to best serving the needs of their investing clients.
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