Services
We Build Portfolios that actually make sense for you
Most financial firms want to focus on forms. We want to focus on you. Your portfolio should reflect who you are, what you care about, and where you’re trying to go—not some algorithm’s best guess based on the results from an online quiz. We build comprehensive, custom investment portfolios designed specifically for your needs. We do not sell “fund of the month” investments.
Finding Your Stripes
We start with a real conversation about your life, your goals, and how you think about money. What we’ll discuss:
- How you actually save money (not how you think you should)
- Do you have any debt? What kind?
- How do you save your money?
- What keeps you up at night (and why?)
- What are your life goals, dreams, and values?
- Where do you see yourself in 5, 10, or 20 years?
Our Colors Don’t Run
Like bonds? Like tech? Don’t like complicated investments? Tell us. Your portfolio should reflect what matters to you. We don’t believe in one-size-fits-all investing, and we don’t believe you should park your money in companies that make you uncomfortable. We collaboratively review:
- Which companies and sectors you want to invest in
- Which investments or industries you want to avoid
- How each investment selected is designed to accomplish your goals
Think of our conversations like a regular check-up with your doctor or other trusted advisor. Your doctor will guide you in the right direction based on who you are. We will do the same.
Fiercely Independent
We don’t take shortcuts and we don’t rely on someone else to do our thinking for us. Every investment we consider goes through a comprehensive, independent due diligence process. In addition to our own analysis, we review reports from world-class analysts at multiple different companies to gather the most accurate information possible when recommending a particular product for your portfolio.
Clear explanations of every investment recommendation
Zero jargon or complicated definitions
In-house due diligence supported by world-class analysis
The Tiger Philosophy
If It Pays Us Well, It's Probably a Bad Idea
We get paid to give you advice, not to sell you whatever pays us the most. Our interests are your interests.
If You Have to Sign a Document More Than Twice, It May Be a Bad Idea
Too much paperwork often means there may be hidden issues. Good strategies are straightforward. Complicated ones are usually complicated for a reason—and that reason may not be in your favor.
If We Don't Understand It, It's a Bad Idea
If we can’t explain an investment in plain English, we don’t use it. We have decades of experience and know how to speak human.
If It's Not a Match, We Don't Have to Work Together
We choose who we work with. You should, too. If it’s not a good fit, no point forcing it. Whether it’s a vendor, a specific product, or even a potential client.
Services Available
We offer a wide range of services, investment products, and account types, including:
- Stocks
- Corporate Bonds
- Municipal Bonds
- Government Bonds
- Roth IRAs
- SEP IRAs
- Qualified Plans
- Variable Annuities
- Mutual Funds
- Exchange-traded Funds (ETFs)
- Unit Investment Trusts (UITs)
- IRAs
- Life Insurance
- Long-term Care Insurance
- Alternative Investments
- Will & Trust Creation through Estate Guru*
Wondering about a strategy, service, investment, or product that isn’t listed? Ask us.
We can create a customized solution for your situation.
*Cambridge and Tiger Investment Services, LLC do not provide legal advice. Legal document creation provided by Estate Guru, an independent company.