Welcome to Cambridge Wealth Management
Cambridge Wealth Management helps organizations and high-net-worth individuals prosper by fostering financial harmony.
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Harmonize your financial life.
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 | Foster harmony and tackle unconscious bias. Open and respectful communication strengthens trust and 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
A 6th generation native of Rensselaer County, NY, Mitsuo Eli Lockrow returned to his rural roots and founded Cambridge Wealth Management, driven by a commitment to independent thinking and a passion for crafting distinctive investment strategies that go beyond the limitations of traditional Modern Portfolio Theory.