Cambridge Trustee Advisors Inc

Overview

Cambridge Trustee Advisors Inc. is a corporate RIA that operates alongside a law practice and focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a mix of individual, family and institutional clients. Its stated investment preference is equity‑oriented, with a heavy tilt toward non‑exchange‑traded equity holdings. The firm does not classify itself as an active ESG investor, does not act as a multi‑state adviser, and does not present as a capital allocator or multi‑manager platform in its filings. Investment activity centers on privately negotiated or non‑listed equity positions supplemented by traditional mutual funds and corporate debt to provide income and diversification. Cambridge Trustee Advisors places some client capital with external alternative managers for commodity and energy exposure rather than running internal funds, and it custodizes client assets through a third‑party custodian platform.

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Location & Offices