Cambridge Financial Group, Inc.

Cambridge Financial Group, Inc. is an SEC-registered advisory firm managing approximately $331 million for roughly 300 clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. It provides discretionary portfolio management across equity and fixed‑income strategies and offers its investment models both directly and through broker‑dealer wrap‑fee programs.

The firm’s investment process is quantitative, emphasizing momentum and relative‑value selection from the S&P 500 universe via a 30‑stock core portfolio (20 momentum, 10 value) with monthly momentum reviews and annual value rebalancing; it also offers aggressive, balanced, sector‑tilt ETF and fixed‑income versions that use a 10‑indicator technical composite to adjust market exposure. Portfolio monitoring and rebalancing are performed on a monthly basis, and the strategies can shift exposures to cash‑equivalents when the composite signals an unfavorable environment.

What is distinctive for a firm of this size is the disclosure of material outside affiliations: one member of the advisory personnel maintains a separate registered investment adviser relationship with Powers Capital Management and is also active as a licensed real‑estate salesperson affiliated with Concierge Real Estate. Cambridge also participates as an investment manager in multiple wrap‑fee programs (notably through sponsors such as Stifel/BNY Pershing and several national broker‑dealers), a combination of affiliations and wrap‑program participation that is uncommon among supported peers.