Skip Navigation Links

Why Choose Cardinal


At Cardinal, our client 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 guide this very important part of your life.

Cardinal offers the following key advantages to its clients:
  • 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
  • Competitive management fees for the industry
  • Exemplary client service and reporting
  • Strong historical performance of better-than-market returns and lower-than-market volatility