Prudent Investment Practices
Have Never Been More Important

If you are…

An Investment Advisor
An Asset Manager
A Retirement Plan Sponsor (Employer)
A Trustee or Investment Committee Member

You are a fiduciary!

And as a fiduciary, you are held to the highest standard of conduct known to the law, that of a “Prudent Expert”!  Are you comfortable with your knowledge and operations?

If you need to:

• understand your fiduciary responsibilities…
• understand the Investment Practices that meet the Prudent Expert Standard…
• demonstrate that you are worthy of the trust placed in you by others…

Cambridge Fiduciary Services, LLC will meet your needs and make you a better-equipped fiduciary.

With over 30 years of experience, the Cambridge team will help you to conform your Investment Process to a Global Fiduciary Standard of Excellence with services targeted to your specific needs.  We can also help you obtain independent verification and certification of your fiduciary conformity.

When you are ready for a consultation, call Managing Director Roger Levy at 1-480-951-6486 or complete this form.