Cases / Trading, forex & commodities
Cambridge Financial Advisors LLC
Walter Dunning Larrick III
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- Company / entity
- Cambridge Financial Advisors LLC
- Industry
- Commodity pool (futures and options on futures)
- How investors were recruited
- Cold calls to prospects from Costa Rican call centers whose callers posed as sales associates or traders, backed by the cambridgefinancials.com website and marketing materials; one caller posed as an SEC representative
- Pitch & red flags
- claimed "20 years in business" and a "profitable returns history"; hedging strategy profitable regardless of price direction; discounted "block" purchases of natural gas, oil and gold; withdraw anytime
Pitch phrases from this case
Source
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