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Advisory Services

We Partner With You to Achieve Your Goals

If you prefer to be involved in investment decisions, we adapt our investment advice and resources to meet you where you are. We can provide advisory solutions for your total portfolio or for select asset classes, markets, or strategies.

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Empowered Decision Making

We are a hands-on partner in managing your portfolio

Our customizable advisory portfolio management approach is designed for investors who want to remain actively involved in investment decisions or need additional support for internal staff.

You’ll work with a dedicated Cambridge Associates team focused on your goals and have access to our research, investment expertise, and global platform — while retaining final approval on decisions.

We also provide daily portfolio oversight, including recommendations on asset allocation, portfolio structure, and manager selection.

An Extension of Your In-House Resources

For institutions and family offices with a well-staffed investment office, we also provide a tailored approach to augment your existing staff resources. Functioning as an extension of your team, we’ll provide access to the specific skills, manager network, or sounding board your organization requires.

I feel I’m as much a part of my clients’ investment teams as I am of my team at Cambridge Associates. Understanding my client’s goals and needs, I can surface relationships and ideas to consider that might not otherwise have been available to them.

Sheila Ryan

Partner, Retirement, Insurance & Government Practice

The level of involvement each family wants varies. Whatever the parameters, we craft the relationship that allows each family client to be involved where desired and have the confidence in knowing that our team will handle all the rest.

Judy Zhang

Head of China Client Business

My clients authorize certain decisions, based on established guidelines. This allows them to focus on how these assets can contribute to their organization’s mission while trusting that we will oversee day-to-day management of the portfolios.

Hamilton Lee

Co-Head of Healthcare Practice

Advisory Insights

The latest insights from our global advisory experts

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