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 Cambridge Advisors L.L.C.
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 ©.