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Threshold Group is a family office organization serving the financial and wealth management needs of a select number of families and family foundations throughout the United States. Investment Origins - Our approach provides closely personalized planning and service relationships, coupled with institutional-quality investment advice, research, and strategy. Our founders, the Russell family, created and eventually sold a global investment services firm known today as Russell Investments. The Russell firm, commonly recognized for its stock indices, built its core competency based on decades of fiercely independent evaluation of investment managers.
Kim Snyder Productions is a Gardner, KS-based company in the Financial Services sector.
Charterhouse Preferred Share Index Corporation is a Toronto, ON-based company in the Financial Services sector.
Preferred Services is a Fair Oaks, CA-based company in the Financial Services sector.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment advisor as well as an industry leading independent broker-dealer. Cambridges national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports several thousand independent financial professionals nationwide who serve their hundreds of thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridges firm Registered Investment Adviser or their own. Our purpose is to make a difference in the lives of our advisors, their clients, and our associates. We will do this by continuously improving and refining our competitive differentiation, unique culture, customizable experience, and superior quality.