We build and manage custom investment portfolios across asset classes for institutional investors, private clients, and family offices.
Whether it’s empowering future generations, supporting charitable endeavors, funding employee retirements, or preserving a lasting legacy, we aim to maximize each portfolio’s potential and empower our clients to make a meaningful impact on the world.
Who We Are
At Cambridge Associates, we believe that our clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our firm is built to allow our clients to benefit from the relationships, scale, and longevity we have built over five decades of investing, while providing them with experienced and trusted investment teams who are meant to feel like an extension of their own teams.
*Not indicative of client satisfaction. Average annual rate for five years ending June 30, 2023.
Our Mission is Simple
We partner with some of the world’s most sophisticated institutional investors to help our clients achieve their investment objectives, whether that’s to educate more students, fund more grants, successfully fund employees retirements, or extend family legacies. Working with endowments, foundations, healthcare systems, pension plans, and private clients, we help our clients drive change through OCIO, staff extension, or asset class mandates services.
Why Choose OCIO?
Prioritizing Strategic Governance: Why 4 Investment Committee Chairs Opted for OCIO
From our Private Client Practice
While creating customized portfolios that meet a family’s unique investment goals requires ingenuity and flexible thinking, risk management requires a more systematic approach.
Family portfolios face unique risks and challenges, such as generational wealth transfer, liquidity needs, and complex family dynamics. By proactively managing risk, families can avoid surprises and position their portfolios for long-term success.
From Our Pension Practice
The private credit landscape has grown steadily over the past 15 years, cementing its importance and value in investor portfolios.
In this video series, we explore what makes private credit investments so attractive and answer a number of key questions – including where to find opportunities, how to incorporate private credit in portfolio construction, and important drivers of success.
Investment Research
Read our latest thinking on today's important investment topics