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Cambridge Investment Research

Cambridge Investment Research

Registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield,

Mutual Fund & ETF Due Diligence

Mutual Fund & ETF Due Diligence

I screen 10,000+ mutual funds down to a couple hundred eligible for use in your portfolio — the process screens for manager tenure, fees, performance, and style. I cross-reference my results with fi360’s Fiduciary Score.