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 ©.

 

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