Wade O’Brien
A portfolio built for what matters
We build custom portfolios to meet each client’s unique needs and goals, all in pursuit of outperformance.
Our experienced investment teams harness a world-class network of global managers to help us realize each portfolio’s greatest potential.
Because the best portfolio is the one that’s right for you.
Personal attention and world-class research
At Cambridge Associates, we believe that our clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our firm is built to allow our clients to benefit from the relationships, scale, and longevity we have built over nearly five decades of investing, while providing them with experienced and trusted investment teams who are meant to feel like an extension of their own teams.
Forward-thinking insights
Read our latest thinking on today's important investment topics
Listen
A show about investments beyond their returns
Hear from founders, investors, and innovators—including a celebrity chef and the manager of an 18th century, 6,400-acre estate in England—about the investments being made that will redefine our future. Unseen Upside, a podcast from Cambridge Associates, highlights incredible stories about the people and places behind the capital being invested every day on behalf of our clients.
From Our Private Client Practice
Complex wealth requires a different approach
Heather Jablow, Co-Head of our Private Client Practice in North America, discusses why portfolio management for families of significant wealth is distinctly different than for institutions, and which factors should have a meaningful impact on a family’s investment strategy to design a custom blueprint for their investment needs.
From Our Pension Practice
Digital Assets for Pension Plan Sponsors
Pensions have lagged other institutional investors in the digital asset space and may be letting one of the most profound changes in the digital economy pass by. Hear from Joe Marenda, Head of Digital Assets at Cambridge Associates, on how blockchain technology could disrupt plan sponsors’ current portfolio investments and about its potential to generate returns for their plans.
From Our Endowment & Foundation Practice
Tools you can use: Which investment management model works better for your endowment?
Take the Endowment Governance Quiz
Answer nine simple questions to see which may be best for you
Start the quiz