Firm | Cambyses Advisors

Welcome to Cambyses Advisors

Cambyses Financial Advisors is, at its core, a Wealth Management Company dedicated to the unique needs of Businesses, Business Owners, Donors, and their Philanthropic Objectives.

Our goal and purpose is to provide HNW-Client Services to a broader spectrum of business owners who may, eventually, become High Net Worth clients - Hopefully with our help and guidance.

To that end, we are dedicated to three major principles and philosophies: *

Sustainable - Equitable Practices: practices, attitudes, and collaborations that foster equitable, resilient, stable, scalable, and compliant interactions and give birth to perpetual operations, and perpetual benefits for their beneficiaries.
Lean Management Principles: gaining maximal performance from minimal resources while maintaining operational and financial flexibility.
Strategic Partnership: Strategic-tactical alliances and cooperation with other professionals allow us to offer the breadth, high performance, and quality services that our clients require.

We will apply these influences shortly, but right now, let's talk about something a little more fun.

* We repeatedly return to these themes throughout our client relationship. The first of these principles is non-negotiable - it is who we are. The second and third are simply practical - use and explore them as it suits your situation. Feel free to discuss these - and any other operational, governance, finance, or compliance questions - with us as often and in as much depth as you like. Maybe we'll all learn something we didn't know.

Disclosures

Our Investment and Portfolio Management, Investment Advisory, and Wealth Planning-Management Services (including our Donor and Exempt Organization services) are performed by Cambyses Financial Advisors ("Cambyses"). Cambyses is a Registered Investment Advisor (CRD #230786). For additional information regarding our services, products, policies, pricing and personnel, please review our Firm Brochure (FINRA-SEC Form ADV Part 2A) or view it at the SEC's Investment Adviser Public Disclosure website.

Cambyses services are provided through Investment Advisor Representatives who are registered through FINRA/CPD. Additional information about Cambyses Advisors and each of our advisor representatives is available on request (and will be provided prior to commencement of any engagement). Portfolio services are offered through a named Custodian.

Some investments are not appropriate for all investors.

Clients are not required to purchase all services through Cambyses or its representatives. Some services may be available from other sources at lower cost than from Cambyses.