Skip Navigation Links

Individual Investors: Introduction

Cardinal Capital has helped its clients protect and grow their wealth since 1992. Cardinal’s investment professionals manage over $1.5 billion, guided by the time-tested rules of investing that founder and Chief Executive Officer Tim Burt has honed over his long, distinguished career.

For individuals and families who meet our minimum portfolio requirements, it is easy to become a Cardinal client.We will walk you through the initial account opening process and we will work with you and your advisor to set up your initial Investment Policy Statement, which will guide the investment decisions for your portfolio.

We communicate frequently and deliver thoughtful, well-researched information to help you follow your investment performance.