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Community Impact




                   FIRMS                                            financial support of between $2,500 and $10,000 to a select
                                                                    number of the Archford Angels. Maher created a download-
                                 American Portfolios Financial Services, Inc.   able campaign guide so other business owners can use this
                                 American Portfolios says it prioritiz-  philanthropic model. “To date, 102 campaign guides have
                                 es its corporate social responsibility,   been requested from companies throughout the U.S., and
                 “adhering to  the  belief  that  to be a  great  company,  equal   four other companies have successfully rolled out similar
                 importance must be placed on being a good corporate citi-  programs,” the firm said.
                 zen.” CEO Lon T. Dolber serves as vice chairman of the board
                 of  World  T.E.A.M.  (The  Exceptional  Athlete  Matters)  and                Cambridge Investment
                 has been involved in the group’s events since 2007, including                 Research, Inc.
                 its flagship event — which brings adaptive and able-bodied   Cambridge Investment Research, Inc., hosts programs like
                 athletes together. Over the past 12 months, AP and Team AP   Ignite Charitable Giving, which supports a charity in the host
                 contributed over $136,505.                         city of its national conference each year. This has resulted
                                                                    in donations of over $600,000 to charities since 2009. Also
                                 Archford                           Cambridge honors three financial professionals for “reflecting
                                 Archford, a private wealth management   shared core values in the service they provide to their clients”
                                 firm  founded  by  James  D.  Maher,  pairs   and makes a charitable donation on behalf of each winner
                                 employees with local nonprofits through   annually; it has given over $30,000 through the program since
                 Archford Angels, a philanthropic business model which   2012. In addition, the firm is the lead donor and sponsor of the
                 entails giving each staff member a $1,000 grant for the char-  Cambridge Little Achievers child care center, giving $1.25 mil-
                 ity of their choice. In addition, Archford’s board gives extra   lion to the Southeast Iowa project.



              14 INVESTMENT ADVISOR NOVEMBER 2022 | ThinkAdvisor.com



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