Welcome to Cambridge Wealth Management
Cambridge Wealth Management helps high-net-worth individuals and organizations align finances with core values and goals, leading to peace and lasting financial harmony
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Your financial life, harmonized
Investing. Beyond indexing
Core Values
EXCELLENCE | Set the bar high. Pursue continuous improvement in every aspect of work to improve efficiency, productivity, and quality.
HARMONY | Build an inclusive, harmonious workplace by encouraging open and honest communication — and by respecting everyone’s differences.
INDEPENDENT THINKING | Be curious. Analyze and question the assumptions behind consensus viewpoints to achieve exceptional long-term results.
The Logo Story
The Cambridge Wealth Management logo design is inspired by an ancient Japanese coin called the “Four-Mon” coin. It was conceived over the weekend of July 4th, 2014, when our founder’s mother showed him some "Four-Mon" coins during breakfast.
In Ancient Asia, it was believed that the earth was flat and square, while the heavens were round, resembling an umbrella that covered the earth. A square placed within a circle represented perfect balance and harmony, and held special significance as a symbol of prosperity. The waves depicted on both sides of the coin were symbolic of happiness.
Established 2014
In the aftermath of the dot-com bubble, Mitsuo Eli Lockrow made it his Mission to seek out investment strategies that went beyond the statistical framework of Modern Portfolio Theory (MPT) and mitigated exposure to excessive market volatility. While at UBS in Boston, he conceived and managed a unique multi-model investment strategy that harmonized fundamental research disciplines and quantitative risk modeling with the core tenets of MPT. The Global Financial Crisis of 2008 ultimately validated his strategy, and he’s pleased to report: “Mission accomplished.”
In 2014, Mr. Lockrow returned to his rural birthplace and founded Cambridge Wealth Management, LLC. (CWM, motivated by a commitment to independence and a passion for crafting and managing portfolio strategies designed to achieve exceptional risk-adjusted returns. CWM's core values of excellence, harmony, and independent thinking guide the firm’s approach to client service and investment strategy.