Tigard, OR Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
9900 SW Greenburg Rd., Ste. 210
Tigard OR 97223
Advisors at this office
5
Advisors at this office
Ian B
Series 66
Tigard, OR
Cambridge Investment Research Advisors
Ian Borman is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked with MassMutual Investors Services and American National Insurance. He is also president of Dorchester Conference, an educational conference organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals and maintains proprietary and third-party investment strategies.
Joseph W
CFP®, Series 63, Series 65
Tigard, OR
Cambridge Investment Research Advisors
Joseph Wilson is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Principal Securities INC and Principal Life Insurance Company. Wilson is also an independent insurance agent through Tyson Deering & Wilson. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with flexible discretionary options tailored to client objectives.
Janice S
Series 66, Series 63
Tigard, OR
Cambridge Investment Research Advisors
Janice Swanson is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Principal Life Insurance Company, Ohio National Financial Services, and The ON Equity Sales Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio and platform options.
Bryson U
CFP®, Series 65, Series 63
Tigard, OR
Cambridge Investment Research Advisors
Bryson Urie is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding CFP®, Series 65, and Series 63 designations and has 12 years of industry experience. His prior work includes roles at Principal Securities Inc., Union Financial, Tyson Deering Wilson Financial Services, and Principal Life Insurance Company. Outside of his advisor role, he is also an independent insurance agent offering risk products to clients. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment solutions including proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.
Kenneth H
Series 63, Series 65
Tigard, OR
Cambridge Investment Research Advisors
Kenneth Hoiland is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of his advisory role, he serves as a board member of the Mount Hood Forest Home Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent Financial Professionals, employing both proprietary and third-party strategies tailored to client objectives.
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