Cambridge Financial Group, Inc. (“Cambridge”) was formed as an Ohio corporation
in 1986. The principal owners of Cambridge Financial Group, Inc. are Gregory J. Bauer
and Earl V. “Buck” Newsome, Jr. Cambridge Financial Group, Inc. does not have a parent
company or intermediate subsidiaries. Our principal business is to provide investment
advice and services to our clients who are typically individuals, pension and profit sharing
plans, trusts, estates, charitable organizations, corporations and other business entities.
Cambridge Financial Group, Inc. utilizes a specific investment strategy, which is
used to manage client portfolios when deemed appropriate for the client’s risk profile and
investment objectives. Cambridge Financial Group, Inc. utilizes an array of investment
vehicles including, but not limited to: equity securities, exchange-traded funds, and United
States government securities.
Depending on the particular investment portfolio and/or investment strategy,
Cambridge employs a variety of security analysis methods including charting, quantitative,
fundamental, and technical analysis. We also consult a wide range of information to
analyze and execute investment strategies, such as: financial newspapers and magazines,
third-party research materials, annual reports, prospectuses, regulatory filings, press releases
and the internet.
The minimum account size is $100,000. There currently is no maximum.
Cambridge Financial Group, Inc. manages client assets on a discretionary basis. As of
December 31, 2023, Cambridge managed $258,106,425 client assets on a discretionary
basis.
Cambridge Financial Group participates in a single contract wrap fee program
sponsored by Stifel, Nicolaus & Company. Cambridge participates in dual contract wrap fee
programs sponsored by Fidelity Investments, Janney Montgomery Scott, Morgan Stanley,
Oppenheimer, RBC Capital Markets, Raymond James, Charles Schwab, UBS Financial
Services, and Wells Fargo Advisors. Within these programs, Cambridge is one of several
investment managers that are offered by the individual firms to those clients who are
interested in all-inclusive fee arrangement.
The investment strategy utilized by Cambridge, as well as that of all the other
managers in the program, is presented to the client for their consideration. The individual
brokerage firm shares in the marketing and servicing of the client. In exchange, the fee paid
to Cambridge is a reduction to the stated fee schedule.
The overall wrap fee is negotiable. The fee paid to Cambridge is between ½ and ¾
of 1% of the assets under management. Further information regarding these wrap-fee
programs can be obtained from the sponsors listed above.