Adopt the highest standard of fiduciary best practices and protect your organization from legal liability


In an environment of investor anxiety, trust in asset management is more important than ever.


Retirement Plan Sponsors, endowments, foundations and private trusts are looking for proof of their investment advisors’ and managers’ integrity. Conversely, mutual funds, investment managers and advisors are looking for ways to show investors that their trust is warranted.


Cambridge Fiduciary Services, LLC provides Institutional Investors, Investment Advisors and Investment Managers with tools to meet their investment fiduciary obligations. With over 30 years of experience, the Cambridge team can help you to conform your Investment Process to a Global Fiduciary Standard of Excellence.


Investor trust is critical to anyone who performs fiduciary functions and, as a leader in prudent practices,Cambridge will help you build and maintain that trust with services targeted to your specific needs.


When you are ready for a consultation, call 1-480-951-6486 or email us.


Roger L. Levy, LLM, AIFA®

Managing Director

Cambridge Fiduciary Services, LLC

8390 E. Via de Ventura F-10  # 202

Scottsdale, AZ 85258


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