The change from Cambridge to our own Registered Investment Advisor (RIA) that we have been talking about for almost 2 years is finally here!
To remind you, currently the SEC (securities and exchange commission) audits Cambridge which in turn audits Eagle West Group. The change to our own RIA allows the SEC to audit us directly. This change will allow us to be more nimble in providing value to clients without having to worry about the 2,500 reps that Cambridge has to monitor. Clients haven’t received that much value from Cambridge and by removing them we can use our resources to roll out a much-improved client reporting portal, Johnny Nordstrom can assist with financial plans, and provide free EWG services for client’s kids who are under 40 with balances under 150k.
This transition requires that we have a few documents signed by our clients so we are attempting to do most of this through a digital document signature platform called DocuSign, which is faster and more secure. However, if you wish, just let us know and we will mail you paper documents.
You will be receiving several emails from our office administrative team which includes information regarding how to access your digital documents. If you are not familiar with this process, it’s the way that most real estate transactions occur today. You will be given several opportunities to download the signed documents to your computer or they will automatically be saved on the DocuSign server. Our office will also have copies of your paperwork if you need them in the future. The process is pretty straightforward, but we have taken the lessons we have learned and put them into an instruction document. If you would like us to email the instructions please let us know.
Thanks for your patience. Hopefully, once you get the hang of this, it will make future documents easier and faster.
If you have any questions, please do not hesitate to let us know.
Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.