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Justin Anderson

Cambridge Advisors

17330 Wright Street
Suite 205

Omaha, NE 68130
(402) 6971166

Serious about your future

About Cambridge Advisors

Cambridge Advisors is an independent, fee-only investment management firm. Our team of highly- educated investment professionals is dedicated to helping clients build and preserve their wealth. We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets.

Our advice is not influenced by commissions, revenue-sharing arrangements, products or affiliations, making it free from conflicts of interest. You can be sure investment decisions are based on one primary goal -- meeting your financial objectives.

At Cambridge Advisors, we understand that developing financial resources is the key to achieving many of your dreams. For some, the goal is a secure a comfortable retirement. For others, it is building a college fund for their children. Perhaps your dream is to accumulate the wealth you need to begin a new business venture. Whatever your goal may be, we will help you develop a plan to reach your goal and work the plan to make your dream a reality.

From our offices in Omaha, Nebraska, Cambridge Advisors serves clients throughout the state of Nebraska, as well as across the country. Please feel free to contact us to begin the Discovery Process to help you determine if a relationship with Cambridge Advisors is right for you.

General Information

Firm Start Year

1990

No.of Employees

5-9

CRD#

104851

Firm CRD#

104851

Insurance License#

None

Name of Custodial Firm

Charles Schwab

States Licensed in

NE

Years of Experience in Financial Services

17

Number of Years with Current Firm

11

Work Experience

Started and ran an Edward Jones brokerage office for 6 years before moving into a portfolio management and client advisory role with Cambridge Advisors.

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Services

Investment Types

Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, REIT's

I can meet clients in the following ways

Via email, Via phone, At my office, At your office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Asset Management Specialist (AAMS®), MBA Specialization in Finance

Securities Licenses

Series 63

Financial Organization Memberships

Chartered Financial Analyst Society, Paladin Registry

Non-Financial Organization Memberships

Founding Member of threetimbers church Founding Member of The Bennington Community Foundation Past Board Member of the Western Douglas County Chamber of Commerce

Firm Information

Firm's Number of Clients

250

Firm's Number of Managed Clients

250

Assets Managed by Firm

420000000

Advisor's Number of Clients

40

Advisor's Number of Managed Clients

40

Advisor's Number of Planning Clients

40

Assets Managed by Advisor

30000000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee

Fee % Based on Assets

1.00%

Flat Fee Rate

$2,500

Additional Details on Charges

Accounts managed by Cambridge are assessed 1% annual fee paid .25% per quarter. If Cambridge is not the investment manager, for a flat fee of $2,500 we will provide a comprehensive financial plan and account setup.

Minimum Fee Charged for Flat Fee Accounts

$2,500

Education

MBA w/ Specialization in Finance and Agribusiness - Finance and Agribusiness

University of Nebraska at Lincoln
August 1997 - August 1999