Cambria Investment Management is a financial firm based in Manhattan Beach, CA that offers personalized investment services. They believe in providing smarter and simpler investing options, with no management fees, commission fees, or rebalancing fees. Cambria has partnered with Betterment, a leading investment technology provider, to offer a seamless client experience that includes automatic rebalancing, tax loss harvesting, and account aggregation. Their goal is to help clients reach their investment goals by actively managing their portfolios and providing a digital dashboard to track progress. Cambria takes a different approach to fees, charging a low management fee and using low-cost ETFs when constructing portfolios. They aim to help clients keep more of their money by minimizing fees and maximizing returns. With their people-powered approach, Cambria combines passive, buy-and-hold strategies with active strategies based on historical market data to potentially enhance portfolio returns, reduce volatility, and minimize drawdowns. Their Trinity Portfolio framework focuses on globally-diversified assets, value and momentum investments, and active trend following, allowing for customized portfolios tailored to individual goals and risk tolerances.
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