The Cambridge Index Strategy © is a tax advantaged index fund that was developed and patented by Bert Whitehead, JD, MBA, CFP.

Bert is the founder of Cambridge Connection Inc. and Alliance of Cambridge Advisors INC.

Bert is also a frequent contributor to a variety of financial publications, and continues to be ranked among Worth Magazines Top Financial Advisors.

Columbia Asset Management L.L.C subadvises the Cambridge Index Strategy ©.

 

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