What is the relationship between Cambria Investment Management and Cambria Digital Advisor?

2016-10-28T15:35:14-07:00July 27th, 2016|

Our company is "Cambria Investment Management." We're proud to offer many investing products and services to meet the varying needs of our clients, which include individual investors, institutions, and registered investment advisors. Our "Cambria Digital Advisor" service is our managed investment account service for individual investors. Click here to lean more about a Cambria Digital Advisor account.

Why did you pick Betterment as your partner?

2016-10-28T15:35:14-07:00July 26th, 2016|

As a fiduciary, Cambria's major concern is "how do we best serve our clients?" While we believe our investing approach is the best market strategy for serving our clients, we partnered with Betterment as we believe their operational and technological platforms make trading, rebalancing, and tax loss harvesting simple and efficient. Furthermore, we believe Betterment’s intuitive, beautiful client [...]

Can I move my current Betterment account to Cambria?

2016-10-28T15:35:14-07:00July 24th, 2016|

Sure. Email Betterment support at support@Betterment.com to get the process started.  Since you will not be going through the normal onboarding process, we will send you the Cambria client agreements, ADV Part 2A, and Privacy Policy - no signature needed, just an email confirm that you received them.

I’m an independent advisor. Can I invest using the Trinity Portfolio on the Betterment platform?

2017-01-18T10:59:28-08:00July 22nd, 2016|

No. However, we are currently working with Envestnet to offer our Trinity portfolios to advisors on its platform.  We expect this offering to be available sometime in Q1 2017, and will send out an announcement when it is available.  Please keep in mind, you can always replicate the six Trinity allocations in your own practice. We publish the underlying assets found [...]

What are the Cambria Digital Advisor fees?

2016-10-28T15:35:14-07:00July 21st, 2016|

Cambria charges a 0% management fee on all personal investment accounts. The client pays a 15 basis points (0.15%) platform fee which passes through to our technology partner, Betterment. The client will pay no commission on trades, no fees on tax loss harvesting, and no rebalancing fees. The total fee paid by client is 0.15% plus the [...]

If Cambria charges a 0% management fee, how does it make money?

2016-09-01T11:35:45-07:00July 20th, 2016|

We construct our six Trinity portfolios with what we believe are the best ETFs in the market. Some of these ETFs come from respected providers such as Vanguard, while others are our own (Cambria's). Whether from Cambria or an outside provider, these ETFs have related expense ratios. Therefore, Cambria generates revenues from the underlying expense [...]

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