Sponsorship Information
PRESENTING SPONSOR Over 30 years ago*, Cambridge set out to partner with…
PRESENTING SPONSOR
Over 30 years ago*, Cambridge set out to partner with trusted advisors to offer what is best for their independent business and their clients. Today, we continue on that same path. Whether it is long-term succession solution, emergency business continuity plans, hybrid fee and commission models, social media, corporate RIA choices, Real Practice Management, the Retirement Center, or outsourcing solutions including use of a virtual assistant – our solutions are based on achieving mutual success in an innovative and truly independent environment. Additional information is available at www.joincambridge.com.
NATIONAL SPONSOR
Pershing Advisor Solutions LLC (member FINRA, SIPC) is an affiliate of Pershing LLC and a leading custodian to independent registered investment advisors and dually-registered advisors working in conjunction with many of Pershing LLC’s introducing broker-dealer customers. Pershing LLC (member FINRA/NYSE/SIPC), a BNY Mellon company, is committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Through an innovative custody platform, Pershing Advisor Solutions delivers superior expertise and scalable and customizable solutions to help independent registered investment advisors manage and grow their businesses. Additional information is available at www.pershingadvisorsolutions.com.
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