Cambridge Retirement Partners

Overview

Cambridge Retirement Partners is an independent registered investment adviser organized as an LLC and operating under an individual owner. The firm focuses on planning-driven relationships for both high-net-worth individuals and institutional clients. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting services. Fee arrangements are flexible: percentage of assets under management, hourly charges, and fixed-fee engagements are all used depending on client needs. Investment activity centers on public funds and mutual funds as the primary vehicle for client exposure, while the firm supplements portfolios with third-party alternative managers in hedge funds and real estate when appropriate. Cambridge Retirement Partners does not position itself as a multi-state or ESG-focused adviser; its structure and asset mix suggest a practice oriented toward customized advice and client-directed implementation rather than broad-model, discretionary allocation at scale.

Assets & Accounts

Investments & Alternatives

Location & Offices