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Our Investment Principles

At Cambridge Partners we follow an evidenced-based approach and design investment portfolios based on academic research. This has led to the development of 10 time-tested investment principles that we employ to improve your odds of success.

Our Investment Principles

investment principles 1
investment principles 2 & 3
investment principles 4
investment principles 5
investment principles 6
investment principles 7
investment principles 8 & 9
investment principles 10

The material presented on this page is provided for information purposes only. The funds referenced in principles 2 and 3 are U.S. mutual funds and are therefore not available to New Zealand investors.  Please refer to our investment disclosures page for more information.

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Cambridge Partners offers a premium wealth management and investment advisory service. We typically work with clients who have a minimum of $500,000 in investable funds and/or need assistance navigating through financial complexity. If you are looking for help managing debt or budget planning, we have a range of helpful links to explore.

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