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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.

  • 50 years of investment innovation
  • 11 global office locations
  • 96% average annual client retention rate*

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 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.

 

*Not indicative of client satisfaction. Average annual rate for five years ending June 30, 2023.

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New Podcast Episode Available

Living Longer But Losing Our Minds: The Alzheimer’s Emergency

Thanks to medical advances, we’re living longer lives but with that comes rising rates of Alzheimer’s. However, emerging new drugs have the ability to slow cognitive decline—giving hope to millions.

Episode two of season four explores the history of Alzheimer’s, its current challenges, and the promising therapies at the forefront of innovation and investment.

News around Cambridge Associates

With offices in six countries around the globe, there's always something happening at Cambridge Associates

Our Mission is Simple

We help our clients maximize their impact on the world

We partner with the world’s most sophisticated institutional investors to help our clients achieve their investment objectives, whether that’s to educate more students, fund more grants, successfully fund employees retirements, or extend family legacies. Working with endowments, foundations, healthcare systems, pension plans, and private clients, we help our clients drive change through OCIO, staff extension, or asset class mandates services.

From our Private Client Practice

A Risk Management Framework for Families

While creating customized portfolios that meet a family’s unique investment goals requires ingenuity and flexible thinking, risk management requires a more systematic approach.

Family portfolios face unique risks and challenges, such as generational wealth transfer, liquidity needs, and complex family dynamics. By proactively managing risk, families can avoid surprises and position their portfolios for long-term success.

From Our Pension Practice

Video Series: Private Credit Investing

The private credit landscape has grown steadily over the past 15 years, cementing its importance and value in investor portfolios.

In this video series, we explore what makes private credit investments so attractive and answer a number of key questions – including where to find opportunities, how to incorporate private credit in portfolio construction, and important drivers of success.

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How can we help build the right portfolio for you?
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