Private Clients
We help families of institutional scale build portfolios to meet their investment goals and fulfill their legacies.
Our private clients’ investment portfolios are an integral part of their financial enterprise. Because no two families are alike, we work closely with each investor to build a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, and other unique factors. We are also practiced at collaborating with other financial advisors to create a seamless partnership.
Our expert investment teams work with families at various stages of the investment lifecycle. We aim to build long-term relationships with our private clients, helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth.
The relationships we build are grounded in an alignment of interests with our clients. We don’t generate fees from investment products or have financial relationships with managers for recommending their products. Our clients can trust that the investment decisions we make for their portfolios are meant to achieve their financial objectives, not our own.
* Cambridge Associates typically works with families, family offices, and individuals with a minimum portfolio size of $100 million.
Services We Offer
Portfolio Management
When building portfolios for private clients, we are responsible for managing the portfolio and delivering results. Families can choose to work with us on a discretionary or a non-discretionary basis. Under our discretionary model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement, we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.
Asset Class Mandates
With investment expertise across asset classes, and specialized resources in alternative assets, we manage a portion of a private client’s portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our portfolio management services for total assets, private clients engage with us in either a discretionary or a non-discretionary capacity for single asset mandates.
Staff Extension
For families with a well-staffed family office, we partner closely with them to complement and augment their in-house resources, providing our expertise and manager relationships across asset classes or in specific asset classes only.
Latest Research
Pathways to Sustainable Investing: Insights from Families and Peers
Every day, CREO and Cambridge Associates encounter wealth owners, families, and family office professionals who are starting down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact.
Read More »
Managing Portfolios Through Equity Market Downturns
Thoughtful decisions during chaotic environments are what separate the top-performing investors from everyone else. In this series, we review five important topics that should inform any plan to manage portfolios through equity market downturns.
Read More »
VantagePoint: Third Quarter 2019
In this edition of VantagePoint, we uncover four of the most common inaccuracies we hear about US equities.
Read More »
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »
The Case for Dedicated China Exposure
While we have advised a gradual approach to investing in China, today we believe that investors should take a systematic and comprehensive approach, overweighting Chinese assets relative to their index weights. Looking past the uncertainty and negativity, investors will find a large investment opportunity set, a robust universe of public and private managers, and appealing public equity valuations.
Read More »
Private Investing for Private Investors: Life Can Be Better After 40(%)
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!
Read More »
Gender Lens Investing: Impact Opportunities Through Gender Equity
With a gender lens framework, investors can positively impact gender imbalances via their portfolio management choices; this paper provides tangible investment themes and implementable strategies.
Read More »
Social Equity Investing: Righting Institutional Wrongs
There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal.
Read More »
Venture Capital and Impact Investing: Blurring Boundaries Mean New Opportunities
Impact investing – allocations that aim for social and/or environmental change or to solve a problem in the world – has historically stood apart from…
Read More »
Pathways to Sustainable Investing: Insights from Families and Peers
Every day, CREO and Cambridge Associates encounter wealth owners, families, and family office professionals who are starting down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact.
Read More »
Managing Portfolios Through Equity Market Downturns
Thoughtful decisions during chaotic environments are what separate the top-performing investors from everyone else. In this series, we review five important topics that should inform any plan to manage portfolios through equity market downturns.
Read More »
VantagePoint: Third Quarter 2019
In this edition of VantagePoint, we uncover four of the most common inaccuracies we hear about US equities.
Read More »
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »
The Case for Dedicated China Exposure
While we have advised a gradual approach to investing in China, today we believe that investors should take a systematic and comprehensive approach, overweighting Chinese assets relative to their index weights. Looking past the uncertainty and negativity, investors will find a large investment opportunity set, a robust universe of public and private managers, and appealing public equity valuations.
Read More »
Private Investing for Private Investors: Life Can Be Better After 40(%)
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!
Read More »
Gender Lens Investing: Impact Opportunities Through Gender Equity
With a gender lens framework, investors can positively impact gender imbalances via their portfolio management choices; this paper provides tangible investment themes and implementable strategies.
Read More »
Social Equity Investing: Righting Institutional Wrongs
There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal.
Read More »
Venture Capital and Impact Investing: Blurring Boundaries Mean New Opportunities
Impact investing – allocations that aim for social and/or environmental change or to solve a problem in the world – has historically stood apart from…
Read More »
Contact Us
We help families of institutional scale build portfolios to meet their investment goals and fulfill their legacies.
Because no two families are alike, we work closely with each investor to create a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, concentrated positions, and other unique factors.
We build long-term relationships with our clients, working with them at various stages of the investment lifecycle to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth. We assist many families in establishing and managing private foundations to support their philanthropic endeavors, and can leverage our expertise in impact investing to reflect a client’s values and priorities.
Our global footprint enables us to uncover areas of significant investment potential in diverse alternative assets such as private equity, venture capital, and real assets, while our scale allows us to negotiate competitive terms for the benefit of our clients. For four decades, we have built a network of established and promising new managers across all asset classes to achieve one objective: to get access to the best investment managers for each client’s unique portfolio.
We are aligned with our clients. We don’t generate fees from investment products or have financial relationships with managers for recommending their products.
Services We Offer
Portfolio Management
In building and managing a total portfolio, we work in either a discretionary or non-discretionary basis. Under our discretionary (OCIO) model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement, we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.
Asset Class Mandates
With investment expertise across asset classes and specialised resources in alternative assets, we can manage a portion of a portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our total portfolio services, portfolio management of asset class mandates is available on either a discretionary or non-discretionary basis.
Staff Extension
We partner closely with family offices that have significant investment staff to complement and augment their in-house resources. In this capacity, we provide our expertise and manager relationships across asset classes, or in specific asset classes, and act as a sounding board for investment ideas.
Latest Research
Pathways to Sustainable Investing: Insights from Families and Peers
Every day, CREO and Cambridge Associates encounter wealth owners, families, and family office professionals who are starting down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact.
Read More »
VantagePoint: Third Quarter 2019
In this edition of VantagePoint, we uncover four of the most common inaccuracies we hear about US equities.
Read More »
The Case for Dedicated China Exposure
While we have advised a gradual approach to investing in China, today we believe that investors should take a systematic and comprehensive approach, overweighting Chinese assets relative to their index weights. Looking past the uncertainty and negativity, investors will find a large investment opportunity set, a robust universe of public and private managers, and appealing public equity valuations.
Read More »
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »
Pathways to Sustainable Investing: Insights from Families and Peers
Every day, CREO and Cambridge Associates encounter wealth owners, families, and family office professionals who are starting down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact.
Read More »
VantagePoint: Third Quarter 2019
In this edition of VantagePoint, we uncover four of the most common inaccuracies we hear about US equities.
Read More »
The Case for Dedicated China Exposure
While we have advised a gradual approach to investing in China, today we believe that investors should take a systematic and comprehensive approach, overweighting Chinese assets relative to their index weights. Looking past the uncertainty and negativity, investors will find a large investment opportunity set, a robust universe of public and private managers, and appealing public equity valuations.
Read More »
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »
Contact Us
We help families of institutional scale build portfolios to meet their investment goals and fulfill their legacies.
Our private clients’ investment portfolios are an integral part of their financial enterprise. Because no two families are alike, we work closely with each investor to build a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, and other unique factors. We are also practiced at collaborating with other financial advisors to create a seamless partnership.
Our expert investment teams work with families at various stages of the investment lifecycle. We aim to build long-term relationships with our private clients, helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth.
The relationships we build are grounded in an alignment of interests with our clients. We don’t generate fees from investment products or have financial relationships with managers for recommending their products. Our clients can trust that the investment decisions we make for their portfolios are meant to achieve their financial objectives, not our own.
Services We Offer
Portfolio Management
When building portfolios for private clients, we are responsible for managing the portfolio and delivering results. Families can choose to work with us on a discretionary or a non-discretionary basis. Under our discretionary model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement, we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.
Asset Class Mandates
With investment expertise across asset classes, and specialized resources in alternative assets, we manage a portion of a private client’s portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our portfolio management services for total assets, private clients engage with us in either a discretionary or a non-discretionary capacity for single asset mandates.
Staff Extension
For families with a well-staffed family office, we partner closely with them to complement and augment their in-house resources, providing our expertise and manager relationships across asset classes or in specific asset classes only.
Latest Research
VantagePoint: Third Quarter 2019
In this edition of VantagePoint, we uncover four of the most common inaccuracies we hear about US equities.
Read More »
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »
The Case for Dedicated China Exposure
While we have advised a gradual approach to investing in China, today we believe that investors should take a systematic and comprehensive approach, overweighting Chinese assets relative to their index weights. Looking past the uncertainty and negativity, investors will find a large investment opportunity set, a robust universe of public and private managers, and appealing public equity valuations.
Read More »
Private Investing for Private Investors: Life Can Be Better After 40(%)
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!
Read More »
Social Equity Investing: Righting Institutional Wrongs
There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal.
Read More »
Venture Capital and Impact Investing: Blurring Boundaries Mean New Opportunities
Impact investing – allocations that aim for social and/or environmental change or to solve a problem in the world – has historically stood apart from…
Read More »
VantagePoint: Third Quarter 2019
In this edition of VantagePoint, we uncover four of the most common inaccuracies we hear about US equities.
Read More »
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »
The Case for Dedicated China Exposure
While we have advised a gradual approach to investing in China, today we believe that investors should take a systematic and comprehensive approach, overweighting Chinese assets relative to their index weights. Looking past the uncertainty and negativity, investors will find a large investment opportunity set, a robust universe of public and private managers, and appealing public equity valuations.
Read More »
Private Investing for Private Investors: Life Can Be Better After 40(%)
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!
Read More »
Social Equity Investing: Righting Institutional Wrongs
There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal.
Read More »
Venture Capital and Impact Investing: Blurring Boundaries Mean New Opportunities
Impact investing – allocations that aim for social and/or environmental change or to solve a problem in the world – has historically stood apart from…
Read More »
Contact Us
We help families of institutional scale build portfolios to meet their investment goals and fulfill their legacies.
Our private clients’ investment portfolios are an integral part of their financial enterprise. Because no two families are alike, we work closely with each investor to build a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, and other unique factors. We are also practiced at collaborating with other financial advisors to create a seamless partnership.
Our expert investment teams work with families at various stages of the investment lifecycle. We aim to build long-term relationships with our private clients, helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth.
The relationships we build are grounded in an alignment of interests with our clients. We don’t generate fees from investment products or have financial relationships with managers for recommending their products. Our clients can trust that the investment decisions we make for their portfolios are meant to achieve their financial objectives, not our own.
Services We Offer
Portfolio Management
When building portfolios for private clients, we are responsible for managing the portfolio and delivering results. Families can choose to work with us on a discretionary or a non-discretionary basis. Under our discretionary model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement, we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.
Asset Class Mandates
With investment expertise across asset classes, and specialised resources in alternative assets, we manage a portion of a private client’s portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our portfolio management services for total assets, private clients engage with us in either a discretionary or a non-discretionary capacity for single asset mandates.
Staff Extension
For families with a well-staffed family office, we partner closely with them to complement and augment their in-house resources, providing our expertise and manager relationships across asset classes or in specific asset classes only.
Latest Research
VantagePoint: Third Quarter 2019
In this edition of VantagePoint, we uncover four of the most common inaccuracies we hear about US equities.
Read More »
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »
Cryptoassets: Venture into the Unknown
The dramatic declines that swept across the crypto space raised questions about the future of these assets and the blockchain technology that underpins them. Yet, in looking across the investment landscape, we see an industry that is developing, not faltering. In this paper, we review recent developments in the industry, highlight our views of the various investment strategies, and discuss a few considerations for investors exploring the space.
Read More »
Growth Equity: Turns Out, It’s All About the Growth
Growth equity continues to offer investors a compelling return profile that combines the downside protection of buyouts with some of the upside potential of venture capital.
Read More »
Private Investing for Private Investors: Life Can Be Better After 40(%)
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!
Read More »
Social Equity Investing: Righting Institutional Wrongs
There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal.
Read More »
Venture Capital and Impact Investing: Blurring Boundaries Mean New Opportunities
Impact investing – allocations that aim for social and/or environmental change or to solve a problem in the world – has historically stood apart from…
Read More »
VantagePoint: Third Quarter 2019
In this edition of VantagePoint, we uncover four of the most common inaccuracies we hear about US equities.
Read More »
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »
Cryptoassets: Venture into the Unknown
The dramatic declines that swept across the crypto space raised questions about the future of these assets and the blockchain technology that underpins them. Yet, in looking across the investment landscape, we see an industry that is developing, not faltering. In this paper, we review recent developments in the industry, highlight our views of the various investment strategies, and discuss a few considerations for investors exploring the space.
Read More »
Growth Equity: Turns Out, It’s All About the Growth
Growth equity continues to offer investors a compelling return profile that combines the downside protection of buyouts with some of the upside potential of venture capital.
Read More »
Private Investing for Private Investors: Life Can Be Better After 40(%)
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!
Read More »
Social Equity Investing: Righting Institutional Wrongs
There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal.
Read More »
Venture Capital and Impact Investing: Blurring Boundaries Mean New Opportunities
Impact investing – allocations that aim for social and/or environmental change or to solve a problem in the world – has historically stood apart from…
Read More »
