Cambridge Advisors Inc.
Cambridge Advisors Inc. is a registered investment adviser based in Omaha, Nebraska, founded in 1990. The firm specializes in providing financial planning and investment management services to individuals, families, and businesses. Cambridge Advisors is an independent, fee-only advisory practice with a team of highly educated investment professionals focused on building and preserving clients' wealth through goals-based financial planning. The firm is known for its personalized approach to financial management and commitment to fiduciary standards. As of 2024, the firm employs about 8 professionals.
Investment Strategy
Cambridge Advisors Inc. employs a goals-based approach to financial planning and investment management, focusing on tailored portfolio construction and ongoing monitoring aligned with each client’s unique objectives. The firm uses a diversified investment approach, integrating both active and passive strategies, with an emphasis on risk management and long-term capital appreciation. All advice is provided on a fee-only, fiduciary basis to minimize conflicts of interest and ensure client-centered solutions.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 17.56% | $89.9M | 146,754 | $207.40 | $612.38 | +$5.7M |
B BND | VANGUARD BD INDEX FDS | 10.10% | $51.7M | 694,733 | $80.72 | $74.37 | +$3.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 6.70% | $34.3M | 572,312 | $39.74 | $59.92 | +$1.3M |
I IJH | ISHARES TR | 3.76% | $19.3M | 295,186 | $36.08 | $65.26 | +$628.9K |
M MSFT | MICROSOFT CORP | 2.91% | $14.9M | 28,735 | $48.88 | $517.95 | +$492.4K |