Cambridge Advisors | Financial Advisor in Omaha ,NE

17330 Wright Street
Suite 205
Omaha, NE 68130
Phone: (402) 697-1166

Serious about your future


About

Cambridge Advisors is an independent, fee-only
investment management firm. Our team of highly-
educated investment professionals is dedicated to
helping clients build and preserve their wealth. We
specialize in managing custom-tailored investment
portfolios for clients with $500,000 or more of
investable assets.

Our advice is not influenced by commissions, revenue-
sharing arrangements, products or affiliations, making
it free from conflicts of interest. You can be sure
investment decisions are based on one primary goal --
meeting your financial objectives.

At Cambridge Advisors, we understand that developing
financial resources is the key to achieving many of
your dreams. For some, the goal is a secure a
comfortable retirement. For others, it is building a
college fund for their children. Perhaps your dream is
to accumulate the wealth you need to begin a new
business venture. Whatever your goal may be, we will
help you develop a plan to reach your goal and work the
plan to make your dream a reality.

From our offices in Omaha, Nebraska, Cambridge Advisors
serves clients throughout the state of Nebraska, as
well as across the country. Please feel free to
contact us to begin the Discovery Process to help you
determine if a relationship with Cambridge Advisors is
right for you.

13 Years of Experience



General Information
Firm Start Year:   1990
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab
States Licensed in:   NE
Number of Years with Current Firm:   7
Work Experience:   Started and ran an Edward Jones brokerage office
for
6 years before moving into a portfolio management
and client advisory role with Cambridge Advisors.
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types:   Stocks , Alternative Investments , Mutual Funds , Bonds , Exchange Traded Funds (ETFs) , Commodities , REIT's , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , At my office , Via email


Qualifications & Memberships
Financial Organization Memberships:   Chartered Financial Analyst Society , Paladin Registry
Non-Financial Organization Memberships:   Founding Member of threetimbers church
Founding Member of The Bennington Community
Foundation
Past Board Member of the Western Douglas County
Chamber
of Commerce


Firm Information
Firm's Number of Clients:   125
Firm's Number of Planning Clients:   30
Firm's Number of Managed Clients:   125
Assets Managed by Firm:   $259,000,000
Advisor's Number of Clients:   40
Advisor's Number of Managed Clients:   40
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   $25,000,000


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Flat Fee , Based on Assets
Fee % Based on Assets:   1.00%
Flat Fee Rate:   $2,500
Additional Details on Charges:   Accounts managed by Cambridge are assessed 1%
annual
fee paid .25% per quarter. If Cambridge is not
the
investment manager, for a flat fee of $2,500 we
will
provide a comprehensive financial plan and account
setup.
Minimum Fee Charged for Flat Fee Accounts:   $2,500


Board Positions
Organization:  Western Douglas County Chamber of Commerce (WDCCC)  Elkhorn, Nebraska
Position :  Executive Board Member
Duration :  March 2007-March 2014

Organization:  Covenant Presbyterian Church  Omaha, Nebraska
Position :  Finance Elder
Duration :  January 2009-July 2014

Organization:  Bennington Community Foundation (BCF)  Bennington, Nebraska
Position :  Founding Board Member
Duration :  July 2004-June 2013

Organization:  Christian Business Men Continuum (CBMC)  Omaha, Nebraska
Position :  Moderator
Duration :  March 2005-March 2013


Education
MBA w/ Specialization in Finance and Agribusiness - Finance and Agribusiness  University of Nebraska at Lincoln - Lincoln, Nebraska
August 1997-August 1999



FAQs

  • Do you have a customer satisfaction or refund policy? Cambridge Advisors has a client centered approach that is focused on providing high quality services with a high level of personal attention. As a result, our customer satisfaction is very high as evidenced by our client retention rate above 95%. A client may terminate the relationship at the end of any quarter with a 30 day written notice.
  • What are your qualifications? What is your education background? Our professionals are dedicated to higher learning and have earned highly-sought-after professional designations and advanced degrees in Finance. Our professionals work as a team, sharing their knowledge. Cambridge Advisors Investment Council members have over 90 years of combined experience helping clients reach their financial goals.
  • What is your approach to financial planning? We believe that a good investment plan is based on a solid financial plan. We work closely with our clients to help them define their goals and then we develop a plan to help them achieve their goals.
  • What services do you offer? Cambridge Advisors is dedicated to helping clients build and preserve their wealth. We specialize in managing custom-tailored investment portfolios, through a comprehensive management process which looks at each client?s unique situation and develops a customized solution to help the client achieve their specific financial goals.
  • How many clients do you currently manage? Our portfolio managers limit the number of clients they work with to about 75 relationships so that they can devote the time needed to your account and be available to you.
see more
Justin Anderson

Justin Anderson

AAMSŪ, MBA Specialization in Finance

Biography


Justin has been providing financial advice to clients since
2002. At Cambridge Advisors, he specializes in financial
planning, investment management and research, and retirement
plan solutions for businesses. Prior to joining Cambridge
Advisors, he was an Investment Representative with Edward Jones.
Justin is a graduate of the University of Nebraska at Lincoln.
He received his Bachelor of Arts degree in Physics and his
Masters of Business Administration (MBA) with a specialization
in Finance and Agribusiness and he holds the Accredited Asset
Manager Specialist (AAMS) designation from the College of
Financial Planning. Justin is a founding board member of the
Bennington Community Foundation. He is a past moderator of his
Christian Business Men?s Continuum (CBMC), and is also a past
board member of the Western Douglas County Chamber of Commerce
(WDCCC). In addition, he is the finance elder for his church.
Justin has also been influencial in leading Dave Ramsey's
Financial Peace University at sights in the Omaha area.

Communities Served

All

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Social Networks


tweeter facebook linkedin google plus