Cambridge Investment Research, the Iowa-based independent wealth management enterprise, has enhanced its relationship with iCapital, a global fintech platform focused on the alternative investments marketplace. The expanded relationship between the firms will provide Cambridge financial professionals with broader access to alternative investment vehicles, research and education.
“Alternatives have become a critical piece of the portfolio construction process for many high-net-worth investors looking for differentiated investment solutions,” said Jeff Vivacqua, President, Growth and Development and member of Cambridge’s Office of the CEO. “Through our expanded relationship with iCapital, Cambridge financial professionals will now have access to industry-leading solutions that can support them in meeting the growing demand for these alternative investment vehicles from their clients.”
The new Cambridge/iCapital agreement is expected to bolster the capabilities of advisors leveraging Cambridge’s Private Client Solutions (PCS) offering, which was launched in 2023. PCS was created to provide Cambridge financial professionals with the resources and support needed to deliver a comprehensive and customized client experience to HNW and UHNW investors, which increasingly involves access to diverse alternative investment options.
