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Portfolio Management and Investment Advisory Services

Portfolio management is one leg of comprehensive Financial Planning, Wealth, Estate, and Gift Management, and Sustainable Impact Philanthropy programs. Cambyses Financial Advisors can guide you on that path. 

Cambyses Financial Advisors offers portfolio administration and management for your personal, business, public or private foundation, trust, and retirement or benefit plan accounts.

​ To fulfill your requirements, we employ technical, fundamental, quantitative, and qualitative analyses and deploy a full range of investment options: ​

  • Common and preferred stock and ADRs,

  • Bonds or Government Securities,

  • Exchange Traded Funds or Mutual Funds,

  • REITs,

  • Direct Participation Programs or Alternate Investments, and

  • Options (when appropriate)

Cambyses implements specialized investment vehicles and services, as needed, to serve your needs, including platforms for:​

  • Active Account Trading

  • Capital Growth or Protection and Income Generation

  • Education Planning: 529 Plans, Coverdell Accounts, UGMA/UTMA, and Non-Exempt Options

  • Retirement Planning: IRA, SEP, SIMPLE, 401K, Qualified or Defined Benefit Plans, ISOs, ESOPs, and Unqualified (Top Hat) Plans

  • Succession and Wealth Transfer Planning: Gifts, Buy/Sell/Merger strategies, ESOPs ISOs, non-exempt Options, Employee Succession and Retention Incentives

  • Estate and Disability Planning: Will and Trust solutions (ABC, ILIT, GRIT, GST), Gift planning, and family relations assistance (spendthrift and special needs), DPOAs and Pre-Testamentary Instructions.

  • Philanthropic Planning: Optimizing your Giving Strategy by attending to what, when, and why you give and the vehicle you use to fulfill it.

We cooperate with strategic partners to provide a  comprehensive array of business and personal planning, management, governance, finance, insurance, legal, and tax solutions.​ 

We tailor our recommendations to your risk tolerance, time frame, goals and objectives, using Goal-Needs Assessment, Risk Tolerance Measurement, and Financial Analysis to direct your Asset Allocation and Portfolio Diversification, and we recognize your responsibilities under the:

  • Uniform Prudent Management of Institutional Funds Act (UPMIFA),

  • Employee Retirement Income Security Act (ERISA),

  • Internal Revenue Code and Regulations, and their State variations


Our Investment and Portfolio Management, Investment Advisory, and Wealth Planning-Management Services (including our Retirement, Succession, and Philanthropic Planning services) are performed by Cambyses Financial Advisors ("Cambyses") and their Investment Advisor Representatives. Cambyses is a Registered Investment Advisor (CRD #230786). For additional information regarding our services, products, policies, pricing and personnel, please download our Firm Brochure (FINRA-SEC Form ADV Part 2A) or view it at the SEC's Investment Adviser Public Disclosure website. 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. Some investments are not appropriate for all investors.

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