Cambridge Investment Research:
An Independent, Privately Owned Broker-Dealer

Recently Released!!!
Date Published: March 11, 2014
Summary Power Point Deck: 30 Slides
Reference Power Point Deck: 164 Slides

Cambridge Investment Research was founded as Eneric Financial Services in 1981 and is based in Fairfield, IA. The company is led by its CEO Eric Schwartz & President Amy Weber. Its web sites can be found at,, &

Cambridge Investment Research's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Eneric Financial Services Phase
  • Cambridge Investment Research Founding Phase
  • Awards Phase
Its profile includes the key statistics of the firm, including its number of employees, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Independent Broker/Dealer
  • Fee-Accounts
And its profile concludes with the highlights of its organizational structure & ownership.
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