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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.

  • 45+ years of investment innovation
  • 12 global office locations
  • 96% average 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 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.


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

Is OCIO right for your pension?

Sona Menon, Head of the North American Pension Practice, recently shared her perspective on some of the most common questions plan sponsors ask about the OCIO relationship. Sona brings a wealth of knowledge and experience to bear in addressing these concerns, having served as an OCIO for defined benefit plans for over a decade.

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

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How can we help build the right portfolio for you?
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