Our philosophy is simple.  We want to make a positive impact on you and what is important to you.  We want to “invest” our time in helping you create a comprehensive and effective plan for your financial future.  We want to get to know you in order to help you make the best decisions possible.  Finally, we want to use our model of Discipline, Execution and Consistency to build a portfolio that is specific to your personal investing “personality”.

Discipline:  We want to build a plan that you can adhere to.  In order to do this, you need to understand the psychology of your investing personality.  Why do you do what you do?

Execution:  Once we have identified your investment needs, we take every step necessary to fully implement your plan.

Consistency:  By definition consistency is a condition of adhering together; the application of something that is necessary.  Our goal is to consistently execute your plan with discipline.

Because there are many factors that may change in your situation or the environment, it is important for us to be proactive and knowledgeable in the financial industry.  We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

Our Support Staff
Cambridge Source Operations Team, based at Cambridge’s home office in Fairfield, Iowa, has over 16 years of combined industry experience.  The team specializes in opening new accounts, account transfers, cashiering items, processing paperwork, and service requests.  In addition to their extensive knowledge, they have an impeccable reputation for client service.  

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Quantum Asset Management Inc.  and Cambridge are not affiliated.

Quantum Asset Management, Inc.

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