Welcome to Cambridge Wealth Management

Cambridge Wealth Management helps high-net-worth individuals and organizations align their financial life with their values and goals — leading to financial harmony and peace.

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Core Values

EXCELLENCE | Set the bar high. Pursue continuous improvement in every aspect of work to improve efficiency, productivity, and quality.

HARMONY | Foster inclusivity. Respect the differences in each other. Clear and honest communication builds trust and enduring relationships.

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 2014, Mr. Lockrow returned to his rural roots and established Cambridge Wealth Management, motivated by his commitment to independent thinking and a passion for crafting distinctive investment strategies that transcend the traditional framework of Modern Portfolio Theory — seeking to mitigate excessive market volatility and achieve exceptional risk-adjusted performance.