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.
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.
|Firm Start Year:||1990|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||NE|
|Number of Years with Current Firm:||11|
|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.|
|Work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Investment Types:||Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), REIT's|
|Can meet clients in the following ways:||Via Phone, Your Office, Our Office, Via Email|
Qualifications & Memberships
|Financial Organization Memberships:||Chartered Financial Analyst Society|
|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's Number of Clients:||250|
|Firm's Number of Managed Clients:||250|
|Assets Managed by Firm:||420000000|
|Advisor's Number of Clients:||40|
|Advisor's Number of Managed Clients:||40|
|Advisor's Number of Planning Clients:||40|
|Assets Managed by Advisor:||30000000|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Based on Assets, Flat Fee|
|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|
|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|
|Duration :||March 2005-March 2013|
|MBA w/ Specialization in Finance and Agribusiness - Finance and Agribusiness||
University of Nebraska at Lincoln - Lincoln, Nebraska
August 1997-August 1999
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.
Why should I choose you as my financial advisor?
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 are your qualifications? What is your education background?
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.
How do you charge for your services?
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 clients unique situation and develops a customized solution to help the client achieve their specific financial goals.
How are you compensated? How will I pay for your services?
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.
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|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|