About Cambridge

Independent financial professionals have the freedom to choose who they do business with, including, custodians and broker-dealers. We have chosen Cambridge Investment Research, Inc. (Cambridge) as our independent broker-dealer. Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors, like Strategem Wealth Management, and their clients. They offer a flexible range of solutions in the areas of advice, growth, technology, independence, trading, operations, and more. We’ve chosen Cambridge because they are guided by their core values of integrity, commitment, flexibility, and kindness. We believe that they are the best-in-class and so does J.D. Power and Associates.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategem Wealth Management are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of MA, CT, NY, NJ, PA, VA, FL, MD, TN, CA, and OR. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Strategem Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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