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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.

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Unlike many (most) Wealth Management Companies, we do not target our services to High and Ultra-High Net Worth (HNW and UHNW) Clients. While we are thrilled when we engage a High-Net-Worth client (We currently have no Ultra-HNW clients), 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.

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

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  • 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.

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

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* We repeatedly return to these themes throughout our website - and more importantly - 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.

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Our Name, Our Logo, and a bit of Company History

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We share our name with Cambyses II, the second King of Kings of the Persian-Achaemenid Empire from 530 to 522 BCE (Between the reigns of Cyrus the Great and Darius the Great). Cambyses and Croesus of Lydia are credited with development and use of the first standardized national currencies. Our logo is the Lydian Gold Stater in use in Lydia at the time Lydia was conquered by Cambyses' Persian-Achaemenid armies. Cambyses expanded the Persian-Achaemenid Empire throughout Egypt, Libya, North Central Africa, and portions of what is now Syria.

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When we formed Cambyses, the names Cyrus and Darius were already in use - and that other famous Persian Statesman, Xerxes, just didn't seem like a good choice.* Thus, we became Cambyses despite the pronunciation conundrum (BTW: It's pronounced "Kam Bees"). 

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* Cyrus and Darius are both large multi-national investment firms. Xerxes was the "God King" whose massive armies of "Immortals" overran much of Greece before being stymied (just long enough to stave off disaster) by a 300 person Spartan regiment in the pass at Thermopile. Unlike every other early Persian King of Kings, Cambyses died of battlefield injuries and infection rather than murder by his successor.

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Our Services and Our Clients

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Cambyses service matrix is easy to present - but the services, themselves, merit rather lengthy explanations. Link to those explanations from this abbreviated Service List or the one on our "Services" tab. Cambyses offers:

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Donors and Exempt Organizations
 

Cambyses offers a suite of services that address the unique needs created when Donors or Exempt Organizations embark on philanthropic projects.                        

For donors who share our commitment to philanthropy, we design, implement, and manage (with assistance from legal counsel):

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  • Lifetime Giving and Philanthropy Plans

  • Donor Advised Funds,

  • Private Foundations,

  • Simple or Complex Inter-vivos Trusts

  • Dispository Trusts, or

  • Estate/Trust bequests.

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Follow this link, or access our Donor Services from the Service Tab.

For exempt organizations we offer Investment Advisory or Management Services and we design, implement, and manage the  Organizations' 

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  • Endowments,

  • Reserves,

  • Benefit Plans, and

  • The capital campaigns that support them

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Access our Exempt Organization service descriptions from the Services tab or follow this link.

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Cambyses Research Initiatives

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We maintain active and extensive research initiatives on market sub-sectors we believe have potential to realign social norms for the better and offer investors capital growth and income opportunities at the same time. 

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  • Artificial Intelligence, Machine Learning Quantum Computing

  • Electric and Autonomous Vehicles (Ground and Air)

  • Alternative and High Energy Physics and Clean Tech (Atomic, Solar, Fusion, and Hydrogen Fuel Cell)

  • Quantum Computing

  • Space Commerce

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(Investment services for these segments are sometimes available only to Qualified Investors) Please contact us to discuss our findings or to explore investment in these segments.

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Disclosures

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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.

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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.

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Some investments are not appropriate for all investors.

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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.

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