Cambria Investments joint accounts enable two people to share and progress toward investment goals together. Both holders of the joint account have full access to the joint account and are able to create goals, transfer funds from the linked checking account, change allocations, and view the account. Two customers in a joint account have joint [...]

SmartDeposit is another wonderful feature created by our friends at Betterment. It's an automated cash investment tool that puts more of your money to work by investing your excess cash. That means no more manually figuring out how much to invest each month or stressing over whether you are saving enough to reach your Cambria Investments goals. [...]

SmartDeposit is dynamic and calculates your ability to invest based on the settings you choose. It adjusts to your spending habits and ensures you are invested in the market as much as you can be. Auto-deposits are scheduled, set amounts that do not fluctuate based on your behavior.

Through our partnership with Betterment, Cambria Investments has incorporated bank-level security measures in everything that we do. This includes the strongest available browser encryption, secure servers, and identity verification services, among other precautions.