Our customized investment consulting solutions are designed to meet each client wherever they are in their investment process.
At Cambridge Associates, our goal is to design consulting arrangements that fully meet the unique needs of each individual client. Since our clients have varying levels of resources available, they require a range of input and oversight from us. We work with each client to identify the ideal relationship structure.
C|A Global Research
With more than 100 research reports published each year and a wealth of unmatched comparative peer data, our global research provides the foundation for all client relationships at Cambridge Associates.
C|A Consulting
Some clients seek a sounding board to provide advice and insights into their decision-making processes. Others request an intensive partnership where our investment staff provide day-to-day oversight of portfolio assets. Our consulting approach provides any combination of services needed to properly execute an investment strategy.
C|A Outsourcing
For clients seeking a complete investment solution, outsourcing provides the opportunity to delegate day-to-day oversight responsibility directly to Cambridge Associates, either on a discretionary or non-discretionary basis.
C|A Specialized Expertise
For clients who wish to build direct alternative assets programs, focus on mission-related investing, improve their governance structure, or require other financial planning services, our specialized expertise allows us to provide assistance for these important components of overall endowment oversight.