Investment Management for Individuals and Families

The peace of mind
you're looking for.

Our mission is to help our clients preserve and enhance their wealth through the application of a consistent, disciplined, and value-based investment philosophy. It is this approach that gives our investors peace of mind.

For individuals and families who meet our minimum portfolio requirements, it is easy to start working with us. We are here to work with you directly or with your advisor to get you started.

Why Our Clients Invest With Us.

Our business is based on the value of trust and relationships. We strive to earn your trust so you can rely on our experience and expertise to guide this very important part of your life.
As a client of ours, you can look forward to:
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A disciplined approach that gives peace of mind.
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Strong historical performance.
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Consistent better-than-market returns.
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Separately managed accounts.
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Competitive management fees.
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Exemplary client service and reporting.

Portfolio Management

Our strong relationships and client service represent the “next level”of portfolio management for qualified individuals and families.

Direct Relationships

As a client, you and your advisor are able to communicate directly with the portfolio managers who are making important investment decisions for you.

Direct Ownership of Securities

By directly owning securities, you have a level of protection and peace of mind that is not possible in a pooled fund environment.

Value Based Fees

We are not paid commissions on account transactions, rather we earn fees based on the value of assets managed. Our people, therefore, have strong incentive to sustain and grow wealth for the long term and to minimize costs along the way.

Our Portfolios

We apply our disciplined investment approach across a diverse offering of portfolios.  Each composite is available to clients by way of separately managed accounts. The Cardinal Pools are available for Cardinal clients wishing to invest accounts that are below the minimum portfolio size for our separately managed accounts.
More information on our portfolios and pools

Advisors are welcome.

Many of our clients have long-standing relationships with an advisor. Although we foster direct relationships with our clients, we can also work as part of a team that includes your current financial advisor or planner.

If you are working with an advisor, he or she can be provided with copies of your accounts on a regular basis as well as our easy-to-read reports—the same communication pieces that will also be addressed directly to you. We believe that input from you and from your advisor is the key to a solid, long-term relationship with us.

A consistent, disciplined and common sense approach to growth.

See More Performance and Reporting
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Let us show you how.

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