“Independent” Doesn’t Mean “You’re On Your Own”
At Cantella, we firmly believe that being independent should never equate to feeling alone or unsupported. Our mission is to revolutionize the independent financial advisor experience by providing unparalleled support and resources that empower our advisors to thrive in their practice and deliver exceptional outcomes for their clients.
While remaining true to our core value of independence, we recognized the need to adapt and evolve with the changing regulatory landscape. In 2022, we made the strategic decision to join forces with Cambridge Investment Research, Inc. (Cambridge) as an Enterprise Office of Supervisory Jurisdiction. This partnership has enabled us to refocus on our passion and expertise: assisting financial professionals in growing their practices and assisting clients in achieving their financial goals.
With decades of experience operating a broker-dealer and an investment advisory firm, our team possesses the intricate knowledge required to navigate the complexities of supporting independent financial professionals. We understand the unique challenges they face and are committed to providing the comprehensive back-office support necessary for their success.
At Cantella, we are dedicated to fostering a collaborative environment that encourages innovation, growth, and professional development. By offering a wide array of resources, cutting-edge technology, compliance expertise, and personalized guidance, we empower our advisors to focus on what truly matters—building strong client relationships and delivering personalized financial solutions.
Our commitment to independence means that our advisors have the freedom to choose the strategies, products, and services that best align with their clients' needs and goals. We are here to ensure they have the tools and support they require to navigate the ever-changing financial landscape, exceed client expectations, and achieve their own business objectives.
At Cantella, being independent doesn't mean you're on your own. It means you're part of a collaborative community driven by shared values, unwavering support, and a relentless pursuit of excellence. Join us and experience the difference that true independence can make in your practice.
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Financial Professionals on the Path to Independence
Why Join Us?
Our Support
We are there when you need us and out of your way when you don’t. We have decades of experience with Practice Management, Clearing Firm Operations, Managed Platforms, and Direct Business Operations. We take ownership and know how to get you the results you need. We want you to focus on servicing your clients and growing your business.
Fixed Income Expertise
We know how to source and evaluate bonds; we know how to clear and execute. We achieve competitive executions and pricing through our network of professional contacts, our depth of access to ECN’s and Bloomberg.
Dedicated Enterprise Trading Desk
Our trading team has a wide breadth of knowledge and supports:
- Block Trade Allocations
- Managed Model Administration
- Fixed Income Portfolio Construction
- Trade Settlement Resolution
- Order entry and ticket navigation support
Institutional Capabilities
We are well versed in supporting financial professionals working with institutional clients. We understand the nature of the business and the difference in dealing with institutions vs retail clients and are experienced in DVP settlements and allocations, trading in all areas of the fixed income market, at competitive prices.
