CAMBRIDGE ADVISORS Overview

Cambridge Advisors Inc. is an investment advisor that manages 285.9 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 226MM in positions, representing 79% of the manager's regulatory AUM.

CAMBRIDGE ADVISORS StockAlpha

-2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAMBRIDGE ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 19.7% ETF 4.05% -0.01% 0 2%
BND 9.26% ETF -3.36% -0.42% 0 4%
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FEATURED IN
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CAMBRIDGE ADVISORS Founders and Key Employees

Name Title In Position Since
Lori L. Liffring President, Chief Compliance Officer, Treasurer, Chairman March-2005
Michael L. Bridgman Vice President, Secretary March-2005

CAMBRIDGE ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

CAMBRIDGE ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Asset Allocation Process - When structuring portfolios, we consider several factors. First, we take into account the client’s objectives and investment policy. Our portfolios are customized to each client’s specifications so that we respect risk tolerance levels and return expectations. Second, we strive to build a diversified portfolio across asset classes (large cap and small cap) and styles (growth and value), as well as industries and companies. We may also include
allocations to natural resources, commodities, or alternative investments. Third, based on current market conditions and our future outlook, we emphasize areas where we see higher growth potential. Within this framework we build a portfolio of individual securities, mutual funds, and/or exchange traded funds that reflect each client’s specific constraints including liquidity issues, investment horizon, government regulations, tax implicati...
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CAMBRIDGE ADVISORS Portfolio Concentration

CAMBRIDGE ADVISORS Location

17330 WRIGHT STREET, SUITE 205
OMAHA, Nebraska
UNITED STATES, 68130

CAMBRIDGE ADVISORS Contact Information

Phone Number: 402-697-1166
Fax Number: 402-697-9271
Website:

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