ERIC SCHWARTZ is the founder, chairman and CEO of Cambridge Investment Research, Inc, one of the fastest growing Broker/Dealers in the industry with $67 billion assets under management, more than 650 associates, and over 3,000 independent registered representatives serving hundreds of thousands of clients across the United States.
Advice from Eric
“The purpose of business is to make the world a better place.”
“Values always matter.”
“No one is successful alone. Surround yourself with great people.”
“Identify and stimulate future leaders.”
“What got you here won’t get you there.”
“Follow your bliss.”
“Synthesize the wisdom of others, including your competitors but look for ways to be better, cheaper, and more customized.”
“Seek the middle path as the road to success… there are usually three options and the second option is typically the best choice.”
“Change is constant move forward or get left behind.”
Clients demand and deserve objective advice.
“Long-term success is defined by the value you deliver.”
“Greed is not good.”
About Eric and Cambridge Investment Research
Eric was a member of the founding board of directors of the Financial Services Institute (FSI)and served as 2009 FSI Chairman of the Board. In May 2010, he was honored by Investment Advisor as one of the 30 most influential people in the business over the past 30 years. Cambridge is committed to providing the highest level of flexible, open-architecture fee and commission platforms to independent financial planners and investment advisors.
Cambridge honored seven out of last nine years for this highly coveted honor
Investment Advisor magazine’s annual poll of Rep-Advisors’ judging their Broker-Dealer
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