Welcome to Cambridge Wealth Management

Cambridge Wealth Management, founded by Mitsuo Eli Lockrow in 2014, is a fee-only independent investment firm serving high-net-worth individuals and institutional investors.

Core Values

EXCELLENCE | Set the bar high. Pursue continuous improvement in every aspect of work to improve efficiency, productivity, and quality.

HARMONY | Create an inclusive, harmonious workplace by fostering open, honest communication and respect for each other’s differences.

INDEPENDENT THINKING | Be curious — analyze and question the assumptions that shape consensus viewpoints to achieve exceptional long-term results.

The Logo Story

The Cambridge Wealth Management logo design is based on 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. The logo’s primary color, blurple (bluish-purple), is a toned-down version of Mitsuo’s favorite color, royal purple.

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 emblematic of happiness.