Our Broker-Dealer

Dan Sullivan, Eric Schwartz, and Amy Webber

Dan Sullivan, Eric Schwartz, and Amy Webber

Cambridge Investment Research, Inc.

To serve our clients’ best interests, Wirick Asset Management has partnered with Cambridge Investment Research, Inc. (Cambridge). As a leading independent broker-dealer in the U.S., Cambridge allows us to offer unbiased recommendations and impartial guidance as well as the freedom to structure our business in a manner that best serves our clients.

Cambridge is privately owned, and with over $61 billion assets under management, ranks among the top 10 independent broker-dealers based on revenue and continual growth1. Cambridge enables us to offer non-proprietary products, such as mutual funds and life insurance, from a wide variety of companies. The firm also provides key back office support and holds responsibility for regulatory compliance and adherence to securities laws so we can focus more of our time and energy on serving you.

Cambridge and Wirick Asset Management share the four core values of integrity, commitment, flexibility, and kindness. These values drive the service-oriented culture we invite you to experience at Wirick Asset Management.

 

The Fee Experts®

Known as The Fee Experts®2, Cambridge embarked on a radical vision that led to an industry-changing model in the early 1990s. In support of freedom of choice and open architecture, Cambridge created a hybrid model that made it easy for their advisors to do both fee and commission business. Since then, the hybrid market has emerged as a major trend as more and more advisors seek opportunities to serve their clients with fee and commission practices.

Cambridge has been ranked a fee leader among independent broker-dealers for 13 years in a row3 and is a six-time honoree in the Broker-Dealer of the Year annual poll4.

For more information about Cambridge and its story, visit www.cir2.com.

 

1. Financial Planning magazine, June “FP50”, 2013
2. THE FEE EXPERTS® is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
3. Financial Planning magazine, June “FP50,” 2001-2013
4. Investment Advisor magazine, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III