For over 50 years, we have built and managed investment portfolios across various asset classes for institutional investors, private clients, and family offices.
Combining the deep resources of a global firm with the personal touch of a boutique, we help clients achieve their goals and drive positive change.
Our Mission is Simple
Our deep expertise spans traditional and alternative asset classes, and as early leaders in private investing, we offer decades of experience and a broad network to help drive long-term returns.
Who We Work With
Our specialized teams are designed to provide each client with an investment approach and custom portfolio that meets their unique needs, whether that's through OCIO, advisory, or asset class mandate services.
We've worked with endowments and foundations for over 50 years to help them create a positive and lasting impact on the world.
We work with private clients and family offices to help them to grow their wealth and continue their legacies.
Drawing on decades of experience building and managing pension portfolios, we aim to understand each client's goals and help them realize meaningful results.
Inspired by Samer Fakhouri’s journey with multiple sclerosis, the Fakhouri family launched their philanthropic efforts to support others in the Middle East facing similar health challenges.
Their partnership with Cambridge Associates reflects a commitment to responsible wealth management and long-term family legacy, blending financial stewardship with meaningful, family-led giving.
From Our Private Client Practice
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.
Investment Research
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