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Cambridge Equity Advisors, Inc

5214 Maryland Way Ste. 309
Brentwood, Tennessee 37027
United States
 
Contact :      Ms. Tracy Honeycutt
Phone :       (800) 426-1391
Fax :             (615) 371-9001
Email :         info@cambridgeinvestments.com
Web :           http://www.cambridgeinvestments.com

Cambridge Equity Advisors, Inc Information

Type of organization :
Total Assets Managed ($Mil) : $106
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1989
Wrap Programs Offered? : No
# of Accounts Managed : 812
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Cambridge Equity Advisors, Inc History

We are a growth manager that utilizes a combination of traditional fundamental research with technical analysis to determine the optimum time to buy or sell the security. Our strength is our ability to spot emerging trends and industries and locate top future performers ahead of investors' awareness of the trend. We tend to hold our winners a long time, but quickly weed out our underperformers. We are very service oriented and specialize in physicians' groups and other high net-worth private investment accounts.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Cambridge Equity Advisors, Inc Personnel

Ms.  Maggie Nuzum

Client Contact
Tel : 800-426-1391
Email: mnuzum@attglobal.net
Maggie Nuzum heads up the firms' Markteting and Client Relationship Department. Her duties include managing service responsibilities to clients as well as facilitating the growth of Cambridge's client base through new client relationships. In addition, she is involved with corporate strategic planning; recruiting and training decisions; and overall coordination of inter-departmental responsibilities. Ms. Nuzum has been with Cambridge for fifteen years and is a graduate of Ohio State University. She has numerous industry certifications and is a Financial and Operations Principal.

Mr.  Michael Goldston

Portfolio Manager
Tel : 800-426-1391
Email: mgoldston@cambridgeinvestments.com
Michael Goldston is President and Senior Portfolio Manager of Cambridge Equity Advisors. He has over twenty-two years of experience in the investment industry, and is responsible for the overall portfolio decisions and management of the firm. He has been a portfolio manager for the past thirteen years both with Cambridge Equity Advisors, Inc., and previously with Paine Webber. He is a graduate of Vanderbilt University with a double major in Economics and Business Administration. Mr. Goldston is a well-known and widely quoted financial expert, having been a regular contributor to, or profiled in, national publications such as USA Today, The Wall Street Journal, Louis Rukeyser's Wall Street, Fortune, and Kiplinger's Personal Finance Magazine, as well as numerous local and regional newspapers and magazines. To date, he has authored over one hundred articles on investing. He has also been interviewed as a top performing manager on the nationally syndicated PBS show "Inside Money" and created a television series on Nashville's NBC affiliate about saving and investing. Mr. Goldston is an active member of the NASD Arbitration Board and the Financial Analysts Society.

Ms.  Pam Redden

Securities Trader
Tel : 800-426-1391
Email: pam.redden@cambridgeinvestments.com
Pam Redden is responsible for opening accounts, trading, client portfolio summaries, and directing the operations staff and traders. Ms. Redden has over seventeen years of experience in the investment industry and has been with Cambridge for over ten years. She is also a Registered Principal.

Cambridge Equity Advisors, Inc Product Name

Report Created: September,23 2020.  Copyright Money Manager Review , All rights Reserved.
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