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Why Choose Cardinal

At Cardinal, relationships are at the heart of our success. It’s through strong relationships with our clients and their advisors that we learn exactly what we need to do. We strive to earn your trust so you can rely on our experience and expertise to achieve investment success.

Cardinal offers the following key advantages to its clients and their advisors:
  • Strict adherence to Cardinal’s value investment philosophy and the Cardinal rules. (The Cardinal Rules of Investing)
  • Separately managed accounts at a low minimum portfolio level which gives you tax-planning opportunities not available in pooled or mutual fund structures
  • Competitive management fees for the industry
  • Exemplary client service and reporting
  • Strong historical performance
Advisors also benefit from:
  • Online access to client statements and reporting
  • Access to proprietary research reports and monthly commentaries
  • Access to Cardinal’s Investment Professionals